troubles with enough 28nm chips yields by TSMC. The foundry is trying to increase output for the spanking new mobile chip production method, but supply constraints won't start easing until September, Qualcomm said, with demand actually meeting supply as far as early next year.Qualcomm's shares fell after its record earnings quarter precisely because it gave a weaker guidance for the next two quarters on account of
Given that Qualcomm has stakes in both HTC and Pantech, it's hard to gauge towards which one it's playing favorites now. It also has to supply chips for the US versions of the One X and the Galaxy S III, not to mention the next crop of Nokia Windows Phones with Apollo, which are also likely to sport the S4.
Well, that's what happens when you are the sole provider of integrated LTE chipsets done with 28nm, and we wouldn't be surprised if the companies mentioned are already looking around for alternatives.