DigiTimes heard from Taiwanese sources that NVIDIA's Fermi graphics cards have been delayed to the company's fiscal Q1 2011 (January 26 - April 26, 2010). However, the delay is not expected to impact the company's performance for the remaining part of 2009.
Nvidia will ramp Fermi for three different product lines: GeForce, Quadro and Tesla in the first quarter of fiscal 2011, said Jen-Hsun Huang, CEO of Nvidia, during a recent conference call with financial analysts. Huang's statement means that Nvidia will only be able to start shipping its Fermi-based GPUs in 2010, instead of the end of 2009 as originally planned, the sources pointed out.
Supplies of AMD's Radeon HD 5000-series GPUs currently remain tight as yields of Taiwan Semiconductor Manufacturing Company's (TSMC's) 40nm node have not yet reached expected levels, inhibiting AMD's chance to seriously undermine Nvidia's sales at present, explained the sources.