IMO, TPL isn't really letting anyone off the hook. The Js were already basically off the hook for ARM ASICs by virtue of patent indemnification. ARM is on the hook for these, always have been, and that is why they voluntarily entered this litigation (albeit, undoubtedly under pressure from the Js).
So, again IMO, nothing has changed re: liability. All that has changed is that now the claims are more defined, offering clarity, as to who is accountable for what. While such clarity should facilitate the judicial process, it also makes it a little more "convenient" for NEC& Co. or Toshiba to sever themslves from this litigation via settlement. But only a little more convenient.... (i.e., this isn't necessarily a "signal" of anything, IMO).
While my suspicion about there being patent indemnification clauses in play is the basis of my opinions on this, this is a very strong suspicion supported by the actions of the players.
SGE
PS: Next message works now!