IP providers like ARM will work with all the leading foundries. (right now, TSMC & GF) They definitely would not exclude a top foundry.
I'm sure ARM will have tight restrictions on information sharing between those projects.
It would be significant if they also do something similar with Samsung.
I really hope there is room to other competitors, ARM has build an impressive portfolio and a collaborative environment, however, the customer will lose in the long run without real competition to ARM. Same argument is valid for TSMC and GFI as well.
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.