Those that can will incorporate memory into their designs, and the Chinese will be a bigger part of the memory market worldwide going into the future, that alone will drive more tech companies to look at memory/ssd design differently than what they did before. Market conditions have changed you either change/adapt with it or you die.

I think memory and ssd design will end up being incorporated into the overall design of the SOC chip. And several companies that can probably will sponsor a existing company or build a foundry going forward. Once again, change or die.