[6ren]

> An ARM Cortex (or GPU, or whatever) on this process would see similar gains.

...provided Intel grants the IP, know-how and equipment to its rival.

> dominance of high end digital logic fabrication

Disruptions typically begin at the low-end, with the disrupted incumbent earning great margins at the high-end - just before they get killed. Smartphones are the low-end. ARM is probably already too well established there for Intel to win it (with popular machines, OSs and applications dependent on ARM).

The danger to Intel is that as ARM improves in performance, it brings other benefits with it (eg. low power consumption; configurability), that are also valuable in high-end logic. Once ARM is performant enough, those server-farms could switch, to solve their heating/power problems.

But it's interesting that Intel hasn't made the low-end a priority, not applying their best process to it; maybe they have a reason to think they're safe.