x3sphere
Senior member
As long as the Fermi launch isn't as terrible as the HD5xxx launch it's a win for NV
All these delays aren't hurting them as much as they could, given the TSMC problems.
If yield issues had been solved and AMD could flood the market, NV would be in a bit more trouble, but as it is, it looks like NV might have a chance of ramping up when TSMC claim they will have sorted their problems by.
Even if NV wanted to, I doubt they could ramp up before Q1.
Well, remember that majority of cards are sold with prebuilt computers. I think the yield issues aren't hurting ATI as bad as some may think. Places like Dell are getting priority on parts, making it harder for retail outlets to cope with demand.