Actually, when you read it carefully. You see AMD has to ramp their GPU production in 5 years. Eg. Now they are starting with Lliano (integrated CPU+GPU) and during rest five years they do need to ramp up the production when viable. So if GF cant supply good process for AMD GPUs, AMD does not need to move their GPUs to GF. Also, there is no mention on that exerpt about what end percentage should even be. There is space for discrete graphics staying on TSMC. Remember, most high volume products are integrated GPUs..