What I did not expect to see was GK110 to come out a full year later as a refresh. That was unexpected. I expected those cards would have been out sooner.
TSMC was still supply limited with 28nm at this point 2012. nVidia shipped the first 23k GK110 chips in july but they needed to wait until Q4 2012 for TSMC to bring up another 28nm plant.
