Intel Corp (INTC)

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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.

Apple gets what it wants. You don't think TSMC and Apple have been working closely to figure out just how much 20nm capacity needs to be put in to ensure a smooth iPad/iPhone refresh?

Also, funny how QCOM just announced a 20nm standalone modem but no 20nm Snapdragon yet. It's clear that Apple wants a 20nm modem to go with its 20nm apps processor.

TSMC gonna be sellin' a lot of 20nm chips into the iPhone, and TSMC will continue to power on higher, IMHO. Give these guys credit for running a good business.