ummm.. no.
Yield is chips without defects that make unusable. Different circuits have different defect susceptibility. Bigger chips are more likely to have defects.
If your quote was true, and AMD is getting 50% yield on HD58xx, and nVidia is getting 50% on their tiny GT220 DX10.1 40nm chips, then nVidia might as well give up. A 10x bigger complex chip would have dismal pathetic yields like under 1%.
Delay wise, AMD had A2 taped out like June, 4 months before launch. nVidia just taped out Fermi A2, and rumours A3 needed to fix bugs. So we're hoping for March.
FYI TSMC has been producing 40nm HD4770 since beginning of 09. Thats ahead of AMD which started 45nm around same time, and even ahead of Intel. Just to drive down the point, AMD wont make 40nm bulk until Q2 2010.
Finally yields do improve over time.. just ask Intel
(the faster and more steeply the line goes down teh "healthier" the process... ie 45nm was a big win for Intel)






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