If our PDK is accepted by a foundry or if a foundry's PDK contains the use of Perkinamine, that does it for me from a goal perspective, and I believe him when he says he is working with multiple foundries.
I do not recall the "achieving mass commercialization" as being the specifically stated goal, but I personally believe he is on track, and securing an amazing intellectual property position while he is at it-methodically.
If you sit back and watch him playing and winning the long game, you would feel less anxious about which week or month news drops. News will drop soon enough, I believe.
If Intel's recent acquisition was with a foundry that we are working with under NDA, I also believe that is an exciting development for a company that is on a turn-around mission to reclaim leadership status and likely has a government backed pocket-book where acquisition price give or take X-billion here or there is not of great concern.