The thing is, I've yet to see Charlie be wrong, (ok on things he guesses) but the faults in Nvidia parts being very widespread, in all parts, still shipping and etc, etc, was all completely true. For years he's been getting info and leaking it and the majority of the information he claims to know is true and that he tells you is a best guess, is often very close to the mark.
yes he likes to be overly thorough and clearly doesn't like the way Nvidia does business, doesn't make him wrong though.
Has become laughable how little new information the Inq has without him there.
The thing of it is, Nvidia don't make their own products, TSMC don't really leak out product specs and the guys who'd leak that info won't be privy to the internal specs on that stuff, but rumours of when they'll be pushing an order through for companies most people at the plant will know. Knowing that the silicon needs a respin, has generally been accurate info when its been leaked over the past 5 years. Nvidia are late, we knew when the last respin was and its very easy to guesstimate a release date based on when a chip tapes out or needs a respin.
Considering the 4770 had such issues with 40nm, was it really any surprise that a chip what, 5-6 times as big was having monumental issues with heat, leakage and needing several respins.
To be fair, this ISN'T Nvidia's fault, its TSMC who frankly have screwed up every process for 4 years now. However, AMD got screwed on the 2900, saw the problems knew the limitations and changed their strategy to adjust and compensate and they've flourished with a small chip design, which is directly the reason the 5XXX series will beat Nvidia's gt300 to the market by a large amount. Nvidia are dense for not seeing this coming and not switching to a smaller core while they've been messing around with failed shrinks and power problems for 2 years.
Just joking, I know you can get a bit touchy
