FUD Zilla claims TSMC will not be able to deliver its 40nm process in early 2009, the rumour site claims it will take at least a few months longer. This is bad news for AMD, and NVIDIA in particularly:
The 40nm production of graphics wafers was scheduled for early 2009 and now it's pushed back at least a few months. Nvidia wanted to try to be the first with 40nm chips and finally bream the story where ATI is always the first to transition to a new process.
This delay will affect Nvidia more than ATI as with 55nm products, especially in entry level and mainstream ATI holds the price / performance crown and it doesn't really have to rush to a new process. On the other hand, if Nvidia wants the performance crown back, it has to go to 40nm and try to make new and smart chips as soon as possible.