The general rule should be: whenever someone brings up the word 'yield' (especially when it's a journalist), you can pretty much stop reading, unless the company itself is making the statement. (I haven't really followed this thread closely, but I doubt that this is the case here.)
Unexpected low yields are usually fairly easy to fix, because it's often due to some backend issue, such design rule violations or marginalities, crosstalk noise, issues with analog blocks or RAM's etc. In a lot of cases, the fix is just a metal spin away.
So by themselves, they are rarely a reason to shrink. Much better reasons are die size and price differential with the competition, road map/schedule of next generation etc.