TSMC has been struggling to keep up with demand, announcing several increases in its 28nm production process. However, such increases in production capacity aren't expected to ease the output shortage until early 2013. Qualcomm and Nvidia are likely shopping for suppliers to augment production in anticipation of the continued shortage over the next year. Smartphone and tablet sales containing their chips continue to be strong.
No new partnerships have been announced between the companies. We will continue to monitor the story and report on the progress.