Remember Sunit Rikhi, general manager of Intel's custom foundry business, told the news agency that the company was prepared to begin a new deal with a large, unidentified mobile customer? Could be Amazon. Makes sense since Amazon uses Texas Instrument's SOC which will not be a threat since TI is getting out of the SOC business. Furthermore, by fabbing now for Amazon, they can concurrently work with Amazon to put Bay Trail in their next products. This could all come together as Amazon is said to be working on a set-top box. If it uses Intel inside and offers Intel TV then everything make sense!