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.
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.
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.