Since TSMC is still not able to push out as many 28 nm chips as its customers are asking for, Qualcomm and its Snapdragon S4 application processor may be next to be affected by the shortage.
Digitimes reports that smartphone vendors are now considering other suppliers to build their smartphones chips.
If the report is accurate, then there may be a unique opportunity for Nvidia and especially Intel to compete for those orders. Digitimes noted that ST-Ericsson will also be offering its own LTE SoC in 2013 and could win orders if the shortage persists.
Qualcomm declined to comment on the report.