What uncanny timing-- a couple of days after Intel comes out with their 3D chip thing, sending ARM's share price tumbling to artificially affordable prices, this rumour comes out which, if widely accepted, would boost ARM's share price greatly. Someone could potentially make a lot of money out of this. Especially as Semiaccurate's sources are anonymous, I reckon this rumour should be treated with great scepticism.
I didn't think ARM's stocks would be so volatile.