Digitimes: TSMC Has Capacity, Yield Problems

Digitimes reports that supplies of notebook components, including CMOS image sensors, are likely to suffer shortages as capacity is occupied by orders from the smartphone and tablet PC sectors, according to the newspaper's sources. Some notebook makers have been looking to source sensors from Samsung and SETi, the sources added.

Supplies from OmniVision have been unstable recently due to relatively low yield of its BSI process at TSMC, said the sources, noting that the yield is expected to improve substantially starting May. Acer and HP reportedly noticed the CIS supply problem at internal meetings in January, pushing HP to take supplies from SETi.

Thanks to EK for sending me the link!