Could looming chip supply issues derail the mobile market?

Over the past several years, the semiconductor market has changed from a primarily vertically integrated model (e.g., ownership of design through manufacturing), to one of chip design efforts separated from production fabs (the foundry model). This has allowed many new entrants into the market that no longer needed to raise incredible sums to build and operate their own fabs.

The forecast for RIM: cloudy, with a chance of success

There is no doubt RIM’s fortunes have been receding of late. The share of BlackBerry smartphones in North America is plummeting (although still strong in other parts of the world) and revenues are down. Competition is fierce. Can new management and stated objectives for future products at RIM turn things around or is it too late?