With Renee's background in s/w more than chips and Brian's background in manufacturing I wonder if the hidden strategy is to move up the food-chain towards complete software based solutions with the fab operations being opened up to others.
That might be a recognition of the dog-eat-dog world of semiconductors where it is getting harder to sustain a high margin business.
Since its takeover by an UK owned media group, EE Times has become a peddler of puff pieces like the one above by various Brits. I sure hope that the US semiconductor industry itself will not suffer the same fate ( surreptitious takever & degradation ) as EE Times. One of the veteran tech journalists that EE Times got rid of after the UK takeover is Mark Lapedus who I always liked for his thorough technical analyses rather than serving as just a Megaphone for ARM. He now writes for Semiconductor Mfg. & Design.
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.