All of the speculation about the problems TSMC has had with their 28nm process and the possible issues they might have producing enough wafers to meet their clients demands.  Today we hear from DigiTimes that Qualcomm is going to switch to Samsung, possibly because TSMC was focusing on AMD and NVIDIA, but this is pure speculation at the moment.  What seems more reliable is that GPU vendors are stating that both AMD and NVIDIA are sticking with TSMC which makes a lot of sense, even if TSMC has problems delivering it is a better alternative than AMD or NVIDIA redesigning their graphics processors to be compatible with Samsung's process.  The story also mentions that in 2013 Brazos 2.0 and Hondo will be moved to a 28nm design, again likely sourced at TSMC.

"While Qualcomm has reportedly switched foundry orders for its 28nm-based Snapdragon S4 processors from Taiwan Semiconductor Manufacturing Company (TSMC) to Samsung Electronics because TSMC's 28nm capacity has failed to meet its needs, Nvidia and AMD may not follow suit, according to graphics card makers.

TSMC has the upper hand over Samsung in 28nm technology, yield rate and price and therefore changing foundry partnership involves high risks, the sources said. In addition, Nvidia is expected to consider Samsung's ARM-based processors in competition with its Tegra 3 processors, the sources indicated."

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