this is about SoC where AMD doesn't have much presence. i thought Mullin was AMD answer for having tablet SoC but the only design win for Mullin that i know of is coming from HP nettop. also which foundry manufactured Mullin? is it TSMC or GF?
Beema and Mullins are selling extremely well, and are in over half a dozen HP laptops. Kabini is selling in several versions of their desktops. Q to Q, AMD processor shipments were up over 10%, while revenue for that group was flat, indicating the sales were from the lower end parts, not Kaveri/Richland.
AMD is using GF for Beema/Mullins, I'm pretty sure (but not certain) only TSMC for Kabini at this point.
They will be using GF for their next generation CPUs, which has licensed Samsung's technology for FinFets. Incidentally, IBM is already on 22nm FinFets, which is far better than the 20nm planar that companies are just now beginning to move to.