5900 series behind the corner

[Andrew LB]

that would be TSMC

Considering the fact that ATi rushed out a video card which they knew TSMC was having problems manufacturing... I'd put the fault at least 50% on ATi.

I have no problem with a company delaying a products release to ensure there are no defects in the design AND that consumers will actually be able to buy the card.

IMO, ATi had a good chance to grab some market share from nVidia due to Fermi being delayed. Unfortunately, they blew it because the card is pretty much non-existent. Last I checked, nVidia is doing huge sales with their current line of cards which is good because they wont stick their third party partners with huge stockpiles of last-gen cards when Fermi finally is released.

[Calmatory]

Last I checked, nVidia is doing huge sales with their current line of cards which is good because they wont stick their third party partners with huge stockpiles of last-gen cards when Fermi finally is released.

I'm speechless.

[kadozer]

Considering the fact that ATi rushed out a video card which they knew TSMC was having problems manufacturing... I'd put the fault at least 50% on ATi.

I have no problem with a company delaying a products release to ensure there are no defects in the design AND that consumers will actually be able to buy the card.

IMO, ATi had a good chance to grab some market share from nVidia due to Fermi being delayed. Unfortunately, they blew it because the card is pretty much non-existent. Last I checked, nVidia is doing huge sales with their current line of cards which is good because they wont stick their third party partners with huge stockpiles of last-gen cards when Fermi finally is released.

Sounds like a catch22 situation. TSMC currently is the only one that can do 40nm for them.

[Andrew LB]

I'm speechless.

You must not read much. nVidia posted big earnings for Q3 and are looking to do much better than market estimates in Q4 this year.

http://seekingalpha.com/article/1717...t?source=yahoo

Earnings were 90% higher in Q3 than market estimates: http://www.reuters.com/article/marke...0091106?rpc=44

nVidia seeing strong demand across the board: http://www.reuters.com/article/marke...0091111?rpc=44

nVidia's warehouses cleared out due to big Q3 sales: http://www.fool.com/investing/genera...dia-rolls.aspx

[Andrew LB]

Sounds like a catch22 situation. TSMC currently is the only one that can do 40nm for them.

Yep. Both nVidia and ATi are being screwed by TSMC right now. Once their yields get up to 80% from the current 50%, nVidia will have released Fermi and any advantage ATi had by releasing a non-existent product early will have been wasted.

[Helloworld_98]

You must not read much. nVidia posted big earnings for Q3 and are looking to do much better than market estimates in Q4 this year.

http://seekingalpha.com/article/1717...t?source=yahoo

Earnings were 90% higher in Q3 than market estimates: http://www.reuters.com/article/marke...0091106?rpc=44

nVidia seeing strong demand across the board: http://www.reuters.com/article/marke...0091111?rpc=44

nVidia's warehouses cleared out due to big Q3 sales: http://www.fool.com/investing/genera...dia-rolls.aspx

they might have good Q3 profits but Q4 will be another story since they've pretty much stopped sending out G200's.

[Calmatory]

What can one really say, when someone says that it's better NOT to release anything than to release something when there's huge demand. There's no logic but belief. And since logic does not apply, I find Andrew LB higly amusing with all the "Oh meh ATI messed up, Nv is wise since they wait" stuff. Almost propaganda-like.

HD5800's are selling like hotcakes, like it or not. Due to that, Nvidia can't really make profit from their current high end chips. They just can't compete price wise.

It's better to sell something than to not sell anything. But I'm sure that someone comes up with something to counter this. It better be good, I'm eager to hear that.

[flippin_waffles]

Yep. Both nVidia and ATi are being screwed by TSMC right now. Once their yields get up to 80% from the current 50%, nVidia will have released Fermi and any advantage ATi had by releasing a non-existent product early will have been wasted.

It seems to me you are already crowning fermi the champion. So if you thought that, how can you argue that AMD would have benefited by waiting until fermi's release. By your thinking, AMD would lose the advantage of having an industry standard card to market first, and then lose additional sales if fermi rolls over Evergreen like you suggest.
I just don't see the advantage in waiting 3 months to release a card that's ready to go to market.

[eleeter]

Don't even bother trying to talk sense or logic to Andrew LB, it won't work and it's just not worth it.

Only the hardest core Nvidia fanboys actually believe it is better to sit on a product vs. launching it and deal with yields etc. as you go. Having a product first gives time for drivers to mature, yields to improve, board markers to work on non-reference cards, and means you are already working on your product refresh. You also get boards into the hands of devs first which is very important.

Not to mention mobile chips, AMD will be way way ahead here with DX11 mobile parts.

[Helloworld_98]

Yep. Both nVidia and ATi are being screwed by TSMC right now. Once their yields get up to 80% from the current 50%, nVidia will have released Fermi and any advantage ATi had by releasing a non-existent product early will have been wasted.

that would work but nvidia's yields at TSMC for 40nm GT300 is 2% so a 60% increase wouldn't make much difference, and if it was a 30% increase they'd have a viable option but it would be very expensive.

[postumus]

lol this guy should apply to Nvidia's PR deptartment, hiliarous stuff. lalll

By that logic GT200 yields were perfect and that was why the price was so competitive at launch? lol

[Helloworld_98]

lol this guy should apply to Nvidia's PR deptartment, hiliarous stuff. lalll

By that logic GT200 yields were perfect and that was why the price was so competitive at launch? lol

He probably actually is nvidia's PR department, the whole of it, because he's the only one who could be brainwashed :P

[marten_larsson]

The funniest part should probably be that Fermi most likely will have an even lesser supply when released (at least if it's released before february).

[SocketMan]

I got 2x 5770,it's the same as 1x5870.
Once Hemlock hits the street - I'll take a few to chop-shop and split em to sell as
single 5870s

[Method36]

So the 5970 is being released during the next 4 days and the NDA is lifted tomorrow the 16th and the card launches on the 19th or something but there is no new information other then some pictures and that it has 5850 clock speeds. I don't get why the NDA wasnt lifted a week before the card is released. I hope something happens tomorrow.

[Calmatory]

NDA lifts on 18th.

[Monstru]

My NDA paper says November 18

[LordEC911]

Ummm... just to comment on some very bad misinformation.
TSMC was supposed to nearly double 40nm capacity by the end of summer, as most of you know this didn't happen due to the equipment they brought in causing some problems.

See... capacity not yields is AMD/ATi's problem right now at TSMC since they have at least 3-4 40nm chips in full production while Nvidia has 1(?) and no it isn't GF100.

[emertX]

When the hell is NDA now?

[LiquidReactor]

Still waiting for full speed 2Gb shared (4Gb total ) 5970 here.

Until I can buy a single card solution thats double the theoretical performance of my current 4870x2 I do not really care. Or I might just trade for two 4890s and sit it out until ATIs HD 6xxx generation.

[InCredible]

Still waiting for full speed 2Gb shared (4Gb total ) 5970 here.

Until I can buy a single card solution thats double the theoretical performance of my current 4870x2 I do not really care. Or I might just trade for two 4890s and sit it out until ATIs HD 6xxx generation.

im in the same boat..i wont upgrade til the performance is doubled from the x2 i own now..so i think the next gen will be my upgrade...for now i can work on acquiring two more 24" lcds for eyefinity later on

[STEvil]

same

[Manicdan]

im in the "i should have grabbed a 5850 while they were 260$" boat. now im drowning with a 4850 that overheats the vrms with only a decent load, and now having to RMA it.

[emertX]

5970 for 499$

[iTravis]

Holy cow the XFX is $100 cheaper than others? SOLD.