Comment by jecel

My own memory of the events (which might be very wrong) was that a new vice-president of IBM semiconductors decided to drop bulk CMOS and focus exclusively on SOI (Silicon On Insulator). That suddenly left Transmeta without chips to sell. They had to scramble to find a new supplier and design their next generation processor for it (since the Crusoe wasn't portable to any other fabs). They were able to launch their Efficeon on TSMC 130nm (with a later version on Fujitsu 90nm) but the gap in supply was far worse for a startup than it would have been for a big company.