

Although they're doing a fabulous job
During Nvidia's quarterly conference call, execs confirmed that the company could
have shipped more products in Q4, but that its business was hampered by
supply issues. The company believes it lost $100 to $150 million due to
40nm shortages.
Nvidia confirmed 40nm supply was constrained around the world and that
the situation won't change for the better in the first half of the
year. TSMC, as Nvidia's primary foundry partner, obviously had something
to do with the shortfall, but both Nvidia and ATI underestimated Q4
demand and they were also responsible for the shortages.
However, Nvidia claims TSMC is doing a "fabulous job" and that it has
improved its yields. ATI doesn't seem to be complaining about TSMC's
yields either, as it has managed to ship well over two million 40nm
DirectX 11 cards over the past few months.
More
here.