My speculation--and it is just speculation--is that the total amount of wafers in these two deals combined on a good day with the wind at their backs is less than a drop in Intel's very big bucket. I suspect the foundry parts of the deals are incidental, not strategic. If Intel can help accelerate the development of better batteries, that is strategic.
Replay available now: A handful of emerging network technologies are competing to be the preferred wide-area connection for the Internet of Things. All claim lower costs and power use than cellular but none have wide deployment yet. Listen in as proponents of leading contenders make their case to be the metro or national IoT network of the future. Rick Merritt, EE Times Silicon Valley Bureau Chief, moderators this discussion. Join in and ask his guests questions.