Hasn't WD been doing their own silicon (at least from a design standpoint, they still use someone else's fab) precisely because the 'small percentage' ARM charg

Hasn't WD been doing their own silicon (at least from a design standpoint, they still use someone else's fab) precisely because the 'small percentage' ARM charges matters for their margins? In a world where we have ESP-01 boards which retail for $2, even a couple of percent matters.