So this means the delayed 5870 refresh will be about when the gtx480 512 sp refeshes? Q4?
This could be bad news for ATI.
No, it doesn't mean that at all.
All it is saying is that NI effectively requires 28nm for them to bother with it. They can either wait for 28nm, or release something 'tweaked' this year.
Judging by the article Charlie thinks they will have a half way step SI this fall, with true NI when 28nm is out.
I don't personally think this makes a lot of sense as you cant just throw the old 'shaders' into a chip and call it a day.. If I am to believe him at all I assume he means a heavily tweaked evergreen (perhaps improving tessellation) that improves on the 5870 a good bit in the fall and a total redo in the new year for NI.
This in no way discounts a 5890 type card in the summer... in fact there are mumblings that this 'thing' (S|A forums call it a 6750, source on that was chiphell I think) has already taped out.
What we could be looking at is a drastic overhaul of evergreen for the refresh instead of a clock bump. If it actually has taped out I think the 2gb overclocked boards are all we will get from the 5870s as there would be little point to give us a 5890 in May and a new card again in July.. but who knows.
The facts as they stand are that 28nm will be late... Either ATI/Nvidia wait or they give us something. Charlie thinks the something will be a hybrid part between two generations coming out a couple quarters before the new true series is released. The new series seems to absolutely require a smaller node.. likely to preserve cost/size/etc. In any event we are all fucked.. unless aTI can pull a miracle out a new 40nm card is not going to give us much over a 5870 (I'd guess 20% at best if the size is about the same, maybe 40% if there is a lot of redundancy they can remove and the new arch is great). It will be boring for us consumers unless TSMC pulls their head out of the ass they have it in. Just think about it.. if TSMC really cant get 28nm until Q2011 we could be looking at the prices we have no for another 14months!!