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.

Chips for tablets: The silicon land grab is on

As we look past the iPad, the tablet market is poised to become a significant market for chipmakers. And that’s an exciting opportunity for the likes of Nvidia and Qualcomm to seize this new ground from Intel.