Yes, despite the SP not being where we would like it at this point, it is sure fun "connecting the dots" as some here have been doing. I just read the GF page that talks of the IBM deal. Have a read if you have not already.
http://globalfoundries.com/newsroom/press-releases/2014/10/20/globalfoundries-to-acquire-ibm%27s-microelectronics-business?utm_source=homepage&utm_medium=banner&utm_campaign=IBM
Now take a boo at this article from SemiWiki noting the importance of PDK's.
https://www.semiwiki.com/forum/content/3892-key-collaboration-enable-designs-advanced-nodes.html
Perhaps Poet can soon announce the name of the "third party fab" and Mr. Manocha can discuss the creation of a new little IDM to fit into his Foundry 2.0 vision.
Gotta love the dots!