FUD Zilla heard that even after more than a year TSMC's 40nm process is still catastrophic. The site claims the foundry is getting yields of only around 50 percent, while you would normally expect yields of over 90 percent on a mature process. Due to the poor yields, FUD Zilla says shortages of NVIDIA and ATI GPUs are expected to last throughout Q1 2010.
At this time, TSMC should be at 90 percent + yields, but this is simply not happening. The worst part is that nothing will change in early 2010. The shortage will last throughout Q1 2010 and both ATI’s RV870 and Nvidia’s Fermi will be heavily affected to their die size and complexity.
Things might start getting better in Q2 2010, but this means that you might have to wait all the way to April 2010 if not later to get more than a single 40nm card sitting on the store shelve for more than a day.