NVIDIA told financial analysts during yesterday's earnings conference call that they're still suffering from 40nm capacity contains from TSMC, the company claimed TSMC's woes resulted in a $100 million to $150 million sales shortfall in the fourth quarter period because they were incapable of shipping enough 40nm GPUs. NVIDIA also added that while TSMC's 40nm yields are better now, supply will continue to be constrained for the first half of this year.
Nvidia is still having issues with TSMC. In a conference call, Nvidia claimed it could have shipped more products in the quarter. Nvidia said it had a $100-to-$150 million sales shortfall in the period.
But it continues to see a shortfall in 40-nm capacity. ''40-nm is constrained around the world,'' according to representatives from Nvidia, during the call. ''Supply will be constrained for the first half of this year.''
Nvidia stopped short of slamming TSMC. TSMC has improved their yields and is doing a ''fabulous job,'' the company said.