keep in mind that Xbit has taken a quote and put it entirely out of context.
the Kepler Yields are low on the GK100 because they are large dies. the Wafer has a predetermined size and you have to fit so many of these dies into that wafer.
Since the only Fab (Fab15) running 28nm is not even at half its production capabilities yet (50,000 of a possible 100,000 per month) and wont be till Q4 this year, its not nvidia's fault that the yields are not ramping up like they would like.
He never directly said it is TSMC's fault. He only said Kepler have low yield.
things like this where people DON'T READ don't help either.
“Decline [of gross margin] in Q1 is expected to be due to the hard disk drive shortage continuing, as well as a shortage of 28nm wafers. We are ramping our Kepler generation very hard, and we could use more wafers. The gross margin decline is contributed almost entirely to the yields of 28nm being lower than expected. That is, I guess, unsurprising at this point,”
There are no actual signs that the cores are suffering from node issues. just from a lack of production capacity on TMSC's part for not forking out some cash and ramping up the implementation of 28nm fabricators.
After expanding its advanced manufacturing capacities with new production lines in 2012, TSMC will be able to produce 24 thousand of 300mm wafers processed using 28nm manufacturing technology in a month in 2012, according to a report from China Economic News Service which quotes Morris Chang, chief executive officer of the company. Based on certain assumptions, it is believed that the 24 thousand wafers output for 28nm process tech will be reached by Q3 2012. By the end of the year the 28nm production capacity is expected to further increase to around 50 thousand.
reference article is itself from xbit http://www.xbitlabs.com/news/other/display/20111208191531_TSMC_Vows_to_Ramp_Up_28nm_Production_in_2012_Start_20nm_Manufacturing_in_2013.htmlEdited by diceman2037 - 2/17/12 at 9:44am