If you care about Android, then Sanjay Jha should be a man you’re already well familiar with. He used to work at Qualcomm, but then he took the helm at Motorola when the company was inches away from disappearing. Under Jha, Motorola stopped dabbling with other operating systems and bet the farm on Android. He also split the company up so that the phone division became known as Motorola Mobility, while everything else became Motorola Solution. Dennis Woodside, ex-Google, is now in charge of Motorola Mobility, but there wouldn’t even be a Motorola Mobility if Jha didn’t bring the company back to health.

Now why do I bother bringing up Sanjay? Because he’s just become the CEO of a company called GlobalFoundries. Chances are you’ve never heard of them. When a company like Qualcomm or NVIDIA designs a chip, they need someone to make that chip for them. That job usually goes to either TSMC or Samsung. GlobalFoundries is exactly like TSMC, but smaller, and Sanjay will hopefully change that. He’ll oversee the production of a new chip production factory in New York and upgrade existing factories in Germany and Singapore.

What does any of this have to do with Android? When the industry has too few players, then innovation ceases to occur. While I wouldn’t exactly call TSMC lethargic, the very fact that there’s this new kid on the block trying to chip away at them will just help to speed up the technological progress that’s taking place. What happens when Qualcomm decides their fancy pants new Snapdragon 1000 will be a GlobalFoundries exclusive because they have the right tooling that no one else does?