My ouija board says
In addition to "this changes everything, yet again" there will be a much more significant announcement that aims Cupertino's biggest boot squarely at Samsung's nuts. Apple will declare they have signed a deal with Qualcomm to jointly build / buy a chip fab. It will be in either Nevada to avoid California taxes while keeping it close or Malaysia to cut out the U.S. entirely and not worry about time zones. Expect to see Qualcomm stock rise on the news and Apple to remain fairly flat as the result of the impending cash outlay. Also watch for shares of Samsung & TSMC drop around 20%.
Please note that I am fairly certain of this news that many will call a rumor as it has been confirmed by my magic 8 ball. The only question that remains is, will this bovine excrement news gain any traction in the press?
Safe harbor, blah, blah forward looking statements, yadda, yadda, full disclosure, yadda, blah.