They don't have a choice. FPGA's aren't like vanilla logic chips: they are highly proprietary both in terms of their specific hardware functionality as well as software tool chains and you can't second source them. Some of the larger customers are using them for government contracts (think military and space applications) where they are signing up products they are contractually on the hook for from years to decades.
Yes I know. So any product being developed today or in the next year would be done on a well established option that will be produced for many more years. It still isn't clear to me why such a long runway on the announcement does for anyone. It shouldn't be changing anyone's plans.
