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.
GPU shortages to last throughout Q1 2010
Posted on Thursday, December 03 2009 @ 19:25 CET by Thomas De Maesschalck