By November, the lines should be at 100% capacity.
If Intel starts sampling and putting Atom parts into production, won't the TSMC lines already be chock-full of ARM parts from a myriad other customers? How will Intels poor little Atom part get a look in?
And I also notice that, as each of the Taiwanese hardware manufacturers ramp up with ARM-based computing products, capacity in their factories will start to be taken away from the manufacture of Atom-based netbooks and, as ARM performance becomes greater (especially with the Osprey chip sampling at the end of 2009), capacity may also be diverted from larger-form-factor devices like (such as laptops).
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