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40nm ATI / Nvidia shortage to last whole Q1 10

Caporegime
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8 Jul 2003
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TSMC 40nm is still immature

TSMC's 40nm process maturity can simply be described as disastrously bad. According to our sources, yields are currently at around 50 percent, which is catastrophic for a „mature“ and more than a year old process. One could say that TSMC is really immature about its 40 nm yields.


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.

http://www.fudzilla.com/content/view/16686/1/

Ouch
 
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Ooof...

GT300 are still pencilled in for March launch but I guess it will be v. v. small number of parts making it to retail.
 
God I hate TSMC, their stranglehold on the market allows them to provide a substandard service, and their ineptitude means higher prices for us.
 
nVidia and AMD (for GPUs) should pool resources with TI and kick their own digital fab back into action... tho I guess it would take even longer and prolly be prohibitively expensive... but they are all suffering at the hands of their foundary partners, etc.
 
I did hear a while back that the 40nm production would be a dribble until mid January, but that was assuming the then 40% ish yields would be doubled.

If this is true ATI's all new second generation DX11 card will be less than six months behind the GT300 and the 58**.
 
makes you wonder if ATi/Nvidia have any sort of comeback on TSMC for all thier quack ups.
 
makes you wonder if ATi/Nvidia have any sort of comeback on TSMC for all thier quack ups.

Not sure about Nvidia, but I'd be willing to bet that AMD move to globalfoundries for the 32/28nm node if things carry on like this.
 
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