Don't underestimate Global Foundries. They have a strong presence in NY currently. IMO, the search committee favors NY over Oregon. TSC is less capable, IMO.
I didn't under estimate them, but do they want the business? They've showed no indication of wanting the business. Apple has a tendency to screw its supplies, and its showing in a general lack of interest in building Apples chips. IBM isn't interested, Intel isn't Interested, GF has showed no interest, and TSMC rejected Apples deal.
Yes, ARM is an instruction set. However, it is one that Intel cannot use until Paul Otellini is gone, and a person not living in an X86 bubble changes course. Time will tell.
Intel has little reason to produce ARM chips. I think they spun off their ARM business years ago due to low profit margins from what I remember.
At the moment, Intels bread and butter is Laptop and Desktop Chips, server chips. ARM does not have a foothold, or even the same performance.
The way I see it, the vast vast majority of the worlds software is written for X86, and there is no reason to abandon it.
Mobile right now is ARM, but mobile also lacks any kind of useful software or performance.