Thanks a lot for this in-depth review!! I'm not sure what the real Intel "master plot" is, but from some perspective, it seems that they are giving priority to FPGA foundry deals (4 deals are related with FPGAs from a total of 5 agreements).
The "non-FPGA" foundry deal is signed with Netronome, a company specializing in the design of network flow processors. This summed with Intel previous absortion of Fulcrum Micro, now an Intel division, makes me think that they are interested in become a major player in the next-gen intelligent network/comm infrastructure -- a market where high-end FPGAs are mainstream.
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