5870 Shortages and 40nm yield problems

[LordJuanlo]

AMD's Dave Baumann on Radeon HD 5800 series availability

- While currently there are thousands of video cards shipped on a weekly basis, we will likely see this weekly number reach into the "tens of thousands" come late November or early December. This hinges on whether or not AIBs keep air freighting video cards. The likelihood of air shipments to continue is very high, but AMD does not directly control this.

- Expect "well into the hundreds of thousands" of 5800 video cards to be shipped into the channel by year’s end.

- Expect no issues with 5700 stocks.

- TSMC is still having some 40nm production issues, but as you can see from the points listed above, production is not close to a standstill and has ramped up greatly in the last 30 days. TSMC also has new 40nm machines as of September and that capacity is starting to now come online.