I absolutely agree. Judging from the disaster that is the HD 4770 production, I just can't see TSMC's current 40nm process being up to the challenge of producing a high-end chip for the next little while. What AMD will probably do is release a mid-range card to grab market share and then release their higher-end offering some time next year. From a yield and binning standpoint, an approach like that only makes sense.
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