It isn’t a pivot. Rather it’s gaining business that would otherwise go to Broadcom/Marvell. They continue to keep their high margin proprietary product. They do

It isn’t a pivot. Rather it’s gaining business that would otherwise go to Broadcom/Marvell. They continue to keep their high margin proprietary product. They don’t have to give away all their design secrets, just enough to make them a valuable chip design partner. Admittedly, I haven’t thought this out, but I can’t find compelling reasons why they shouldn’t do this.