According to our sources Nvidia ordered the majority of 40nm wafer for its 40nm mobile chips that are selling great, due to a demand for Callpela Intel notebook platform and desktop chips in 40nm in the entry level were embraced by the big OEMs as they work fine and are cheap.
ATI was probably scared of GT300, Fermi and they failed to order enough of the wafers on time, as ATI expected GT300 to come sooner. This will cost them a lot of business but at the same time, we believe that despite this bad call, this might be the best quarter for ATI graphics in years.
ATI DX11 GPU shortage because they didn't order enough 40nm wafers
Posted on Friday, Oct 23 2009 @ 20:41 CEST by Thomas De Maesschalck