I feel like Atmel and Broadcom will see more of an uptick in sales as makers finish college and get jobs doing actual engineering. If you've been building things using Atmel chips in your spare time they'll be familiar, you'll probably reach for them first when designing something for a job, and one product using a chip can lead to millions sold. Even if only a small handful of engineers converted to using their stuff instead of PIC/STM/TI/etc due to the Maker movement it's still potentially a huge payout. And considering that they didn't even pay to create Arduino it's even better!