Could it be the reality check is about to come? What ever will AAPL,NVDA & QCOM due when they can't get their mythical quanities they claim they can. Wonder if TSMC's PE will go down from 17+ and if INTC's PE will go up from 9+?
According to last TSMC CC less than 50% of 28nm output was HKMG - the goal for 2013 is to increase to more than 50% - I would assume Tegra needs HKMG - so there can still be a shortage of 28nm HKMG wafers. They certainly buy 20nm equipment - 20nm will have challenges with double patterning.