IDC who has industry experience says that the time line is plausible if what Charlie says about nVidia only now just "put the A3 stepping of Fermi in the oven." If you've got a link to a more plausible time line then lets hear it.
Even without direct fab/asic design experience it was published zillion times that it takes approx. 16 weeks from respin to have actual cards ready for shipping (best case scenario.)
TSMC will eventually get their act together. For both of the 40nm customers.
Sure. Obviously they will, the question is when? The later they do the better for NV and the worse for ATI - up until Fermi is ready for launch: then everything suddenly goes haywire... a strong Fermi held back by TSMC problems is good for ATI but a so-so one is not necessarily, especially if they got their refresh part ready to counter it...
