I don't personally recall anyone mentioning there was allot of 28nm supply at AMD or Nvidia's launch, all reviews pointed towards tight availability due to TSMC's slow ramp of 28nm and still do. Shortage in Nvidia's case means they cannot get enough product produced to meet demand, they are selling 28nm product as fast as it is boxed. We'll have pretty solid confirmation once q2 closes and the share numbers are in whether or not Nvidia just doesn't have any cards or has possibly moved a record number of cards for the quarter relative to AMD volume.
Just like when the 8800gt launched, demand kept them off the shelves for months. There was no excess supply setting around waiting for a buyer.
It's not to say AMD isn't moving cards, just like any company they wouldn't be around if they didn't move product but demand obviously wasn't enough to change their market share appreciably considering they had a full quarter to dominate before Nvidia's launch.
If AMD couldn't make a larger impact/shift in market share than they did based on the q1 results shown then that means demand for their product was largely flat even though they had no direct competition from Nvidia at the time, before gtx680 launch.
At any rate both companies are moving product for sure it's just the fact that Nvidia is selling out with no excess supply. If Nvidia was just sitting around without moving enough volume of product we would/will see a drastic shift in marketshare and a big loss in reported revenue.
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