Intel Corp (INTC)

[walbert]

Apple and Qualcomm are royalty over at TSMC and will get all of the capacity that they need.

You mean like Nvidia, Qualcomm and AMD got all the capacity they needed at 28nm? Don't make me laugh. You are saying that TSMC will have excess capacity at 20nm out of the gate. You have absolutely nothing to back that idea up with.

Qualcomm was screaming bloody murder at TSMC over the lack of 28nm capacity. They had to reduce their revenue estimates for the year because of the lack of capacity. And there is nothing to support the idea that this was a sudden revision of their needs at the time and therefore their fault instead of TSMC's. So much for the royal treatment.

There isn't going to be enough capacity for Apple and Qualcomm, much less the others. It's a trainwreck and suggesting that they will have unlimited capacity is irresponsible.