Good grief, 3dfx' problems have nothing to do with chip yields, nor board reject rates - they simply did not get all the silicon they were promised by TSMC. nVidia will come up short too, no doubt.
I follow TSMC closely, as I own a good deal of their stock. They are so backlogged it's not funny, and 3D chips are likely not their main priority right now - more like FLASH, DSP's, and anything else related to telecom & other wireless. TSMC has acquired 3 additional fabs in recent months, yet their CEO says they need 2-3 more just to meet current orders. Such is the state of the semiconductor industry in general ...