Genuinely have no idea but "deal" is a pretty broad term - one thing that's puzzling is why so far there never seems to have been any NRE-based revenue. Does anyone have any insight into that? Was that a strategic choice to not pursue? An agreement to (co-) develop a chip counts as a deal, even if there's no upfront commitment to take it into production.
Takeover - the big chipmaking companies are all fabless, with the notable exception of Intel, who is now clearly separating out their foundry business as well. The big transceiver assembly houses are also fabless and generally just buy the components or develop based on foundry offerings. An acquiring party would probably be either a SiPho foundry, one of the more vertically integrated players in communications who would know what to do what a new material, or indeed an actual materials company.
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