TSMC deal just as likely to be a second source instead of single source replacement to my thinking; especially given what the industry just experienced with regard to the supply chain and the tsunami.
Besides, Mark hedged his bet well enough with the "forseeable future" tag, don't you think? :)
Looking towards the electronic industry with this perspective it seems that Samsung Electronic Devices Cell Phones, LCD/LED TVs will be getting more acceptance due to low price compared to apple, even Samsung is going with android that even add a feather.
Replay available now: A handful of emerging network technologies are competing to be the preferred wide-area connection for the Internet of Things. All claim lower costs and power use than cellular but none have wide deployment yet. Listen in as proponents of leading contenders make their case to be the metro or national IoT network of the future. Rick Merritt, EE Times Silicon Valley Bureau Chief, moderators this discussion. Join in and ask his guests questions.