I read that story yesterday on Charlie's site. His last few lines are
[q]With that in mind, the sheer incompetence of this error, coupled with the sheer incompetence of the metrology, makes you wonder if it was actually by chance. From there, things get really odd.[/q]
I'm not entirely sure what he's getting at, but took it as he's hinting that somehow Nvidia convinced TSMC to hold back their 40nm process, some sort of sabotage? Maybe that TSMC isn't too happy with AMD creating a competitor for TSMC in Global Foundries? I'm not entirely sure. Either seems like a pretty big stretch even by Charlie's standards.
Maybe it's nothing like that and my reading comprehension fails me. 😛 Any ideas?
That would be a horribly idiotic move on the part of TSMC.
OK, so ATI are going to be moving to GF (one would reasonably assume), but the last thing you want to do as a fab is highlight the problems of an (essentially, it seems) one top fab system.
The only thing TSMC would achieve by messing AMD around is to basically say to the world "We are a fab, we can potentially have issues, you would be wiser to hedge your bets and look at this new company (GF) on the basis that we can have reliability issues, and putting all your eggs in one basket is, as we can see from the experience of AMD/ATI, a terrible idea that can seriously damage your ability to sell a product. Please make sure that you try and work with both us and our competitor to ensure that you don't find yourself in such a situation where you are at the mercy of out ability, or inability, to produce your product."
It sounds to me like the article is saying that their explanation of the problem is bogus, because the problem they identify shouldn't have taken anywhere near this long to find, meaning someone is lying about it in order to make it sound better than it really is. Which, to me, implies that its going to be broken for a while still.
I pretty much thought the same thing, that they'd only hurt themselves by doing something like that. And the legal problems if their was some kind of conspiracy that was found out...
He said "it makes you wonder if it was actually by chance." I took that as him pushing towards some conspiracy theory of some sort. And we all know he dislikes Nvidia. But like I said, maybe it was just the way I read it. Time for me to go read it again and see if I'm just not too sharp. 😛
But to me it looks like TSMC is just not competant. But who knows.