Doesn't Qualcom depend on TSMC?Risky business for Apple, it seems.
Under the radar is SIMG Silicon Image a micro-cap supplier of chips to Samsung. Samsung selling 10 million + Galaxy S3 per month. SIMG is the big winner in Samsung's growth. View either thumbnail #51, #52 or #58 to see the Silicon Image SIMG chip in the Galaxy S3: http://www.techrepublic.com/photos/cracking-open-the-samsung-galaxy-s-iii-t-mobile/6370767?seq=58&tag=content;siu-container#photopaging Slide #58 is connected right to the USB port to support MHL (Mobile High Def Link). The same is going into smartphones throughout Asia: several in China (Huawei is one) and Taiwan (HTC is one)! SIMG reports next Tuesday; but the short SQUEEEEEZE begins now with 4 trading days remaining!
Like Paul O. said, Apple knows how to reach Intel.It's only a matter of time when Apple will have to use Intel for all of its mobile products.