If they have to have such a high defect free chip, SOI and GF may be the next maker of nVidia chips.
Already we know that TSMC is struggling with their 40nm process, and GF is currently running 45nm SOI, and 40nm is just a shrink from 45nm, not a true node, but a half node, and theyve been running it for awhile now.
Rumors running TSMCs 32nm process and their 28nm process is having troubles as well
Wavey Davey knows all, hope he explains it.
So, no, I dont think this is why were seeing low 40nm numbers on ATI, and its still a wonder as to why theyre having troubles, tho there seems to be more product hitting the channel as of late.
But Fermi is a different animal, so this may be why its being delayed yet again for another spin