For every CPU sold there is a chipset that goes with it. I would imagine with the 45 NM process shrink Intel would be able to supply CPUs but the part that I am not sure of is chipset availability for those CPUs. Just two short years ago Intel second sourced chipsets to ATI at the tune of $275 million a quarter over half of AMD's total revenues per quarter. Nvidia takes up that slack today but ATI produces AMD chipsets. If AMD where to go away supplying 100% of CPUs and chipsets would be a chore for Intel and Nvidia without ATI.
I was not saying that Intel could not do it, what I was saying only the top execs would know the truth about how much capacity Intel has when it comes to chipsets.
You also have to remember that Atom is using Intel's oldest chipsets for its platform and Atom has generated $500 million in a 6 month period. This $500 million includes chipsets, so Intel must be going peedle to the metal when it comes to delivering Atom and its platform chipset.