Quote Originally Posted by saaya View Post
.........
best case, nvidia gets 15.000 of the wafers
best case, fermi yields are 30% (which is very good for a huge chip)
so nvidia can produce 450.000 fermis per month if they use all their capacity for fermi.

i find it hard to believe that nvidia is limited by tsmcs capacity...
What makes you think Nvidia is trying to produce as many GF100's as it can? I think the limited availability of GF100 won't be because of TSMC's capacity issues. It's because of the yield issues, and even then it's not because there are not enough chips. It's because yields are bad, Nvidia cannot make a profit, so they will try to minimize their loss by producing a very little amount of chips.

My guess is that they are going to sell those chips at a good price and then make the customers wait for the yields to go up and the chip to be actually profitable for them to mass produce, at which stage they will.

Just a guess, sure, but it makes sense