FUD Zilla claims the first 28nm GPUs from ATI and NVIDIA are expected to arrive by the end of next year. Until then, both GPU makers will have to stick with 40nm chips.
The reason is quite obvious. Both major fab players, TSMC and Global Foundries, will need time to get the 28nm process to where they want it. TSMC wants to be extra careful with 28nm and its 40nm was all but easy and lack of 40nm chips in Q4 2009 and Q1 2010 cost ATI millions.
The 28nm demo production starts this year, it should be ready shortly and we are quite sure that next generation ATI gets developed in both TSMC and Global Foundries and the winner will get more business. Nvidia’s 28nm is TSMC only and this remains for the time being. However, if Global Foundries do a good job on ATI’s 28nm chips, then Nvidia might turn to them.