Most of this is down to speculation. Theres problems, no doubt, but to fully know exactly what they are? Nope.
Theyre inferring a wire layout change could correct a leakage problem, while if true, means the problem isnt fully corrected. It could mean theres noise within the chip due to leakage, and interfering with the signal going thru the wires, so moving them would prevent this, but the leakage still persists. Past nodes we saw leakage problems in certain nodes also, like nVidias inability to use Gddr4, or the R600 @ 80nm, which was really a killer for that card.
I think thats what theyre referring to, the R600 debacle, and how it stymied that gen from ATI, as the power/heat issues + noise by trying to diffuse that heat meant for a hot, high power usage, noisy card.
This means several things. Since it wont be exclusive, TSMC will have to fully solve this one, as ATI is taped out, and so is nVidia, or close, for their next gen. That leaves the honus on TSMC to correct this ASAP, unlike the R600 gen, which was done a a new node, late to the game, and ATI had to just bite the bullet so to speak.
In other words, this issue will be solved to the satisfaction of both ATI and nVidia this round, with the only real possible scenario of hurting the gamers would be a delay of ready to market new gen products coming from ATI, which would really take the brunt of it, simply because, if, again, as rumors put it, theyre ready to market, but delayed by this brings nVidias release date closer to ATI,s, which then wont have the market all to themselves for a longer period of time, My 2c