There it is. The first time I have seen anybody actually say that Q's short supply of ASIC is a result of a faster growing market than anybody anticipated.
He said Qualcomm was “scrambling” to meet rising demand for chips in the US, India, China and Latin America.]/b].
Sounds a heck of alot better than "Qualcomm is only able to offer Korean Manufacturers 70%-80% of their requirements".