This 2017 survey supports your point: http://eecatalog.com/chipdesign/2017/11/26/semiconductor-ip-survey-2017-holds-surprises/ http://eecatalog.com/chipdesign/

This 2017 survey supports your point: http://eecatalog.com/chipdesign/2017/11/26/semiconductor-ip-survey-2017-holds-surprises/ http://eecatalog.com/chipdesign/2017/11/26/semiconductor-ip-... Most are at 28nm-45nm with some at 55nm-65nm. The things they say they're concerned about also have some overlap with what eASIC's tech makes easier. That's on top of the number of companies that might be able to develop a FPGA but not full ASIC. eASIC's often a cheaper option for companies doing what's basically a bit faster and lower-power offering. So, there's definitely potential here for Intel. I hope they realize a good chunk of it. Who knows if they will.