According to a report published by Digitimes, the capacity shortage is expected to ease beginning in the third quarter of this year, industry sources told the publication.
The article further suggests that Qualcomm moved some of its 28nm orders to United Microelectronics, as TSMC has not been able to meet demand for smartphones and tablet PCs yet. AMD's 28nm GPU shipments are also behind as is Nvidia's Kepler architecture, Digitimes said.
TSMC reportedly remains "conservative" about a 28 nm expansion and is focused to maintain gross margins at this time. As a result, 28nm supply is only improving slowly.
You process 1000 wafers a day that equals half a million($500,000) dollar a day loss in wafer cost alone ,not including labor and processing cost!
Can you blame them now?
Its strictly per wafer
This ramp up is actually much faster than 40nm, as the 4770 was one of its first, and came way before we saw decent yields and numbers on 40nm, so 3rd qtr still looks good comparatively
I thought i was being conservative with the 50% and it gave good round numbers for my example.
Looks like it is worse than i thought.
Of course, you like most other Intel fanboys will just pretend like Intel's 22nm process is already out and doing well, even though here in the real world it's severely delayed, with no hard ETA yet. Even when it is finally available, it may not be available in much volume.
::Queue up people stating that Intel could do better, but they're deliberately choosing not to because AMD isn't 'competive enough'::