"This was confirmed when another source and said Nvidia is looking to redo their masks. He didn’t know where in the process things stood, but did say a base layer change is likely, basically the worst case scenario. If Nvidia has to redo this, it is a two quarter process before yields improve, so Q3 best case for yield improvements if they started things this year. SemiAccurate does not currently know where in the decision making process things currently stand though, and Nvidia may just tough it out until the GK114 update makes it a moot point."
Whoopsie. If this is true then that's what you call shooting yourself in the foot. Sucks for the Dear Leader.
"Their flagship GK104/GTX680 GPU has been shipping for a month or so, and availability is still non-existent, completely sold out at any credible retailer. Moreover SemiAccurate sources say that the initial shipments of GTX680s did not hit 1000 worldwide, and to date, less than 10,000 have been shipped in total. Compare and contrast that to AMD’s Tahiti/HD7970/HD7950 chips which had an initial shipment of over 10,000 units, a second shipment before launch, and many more shipments to date. This is in spite of AMD producing a larger chip on a process in a much more immature state at time of shipment. The two smaller GPUs, Pitcairn and Cape Verde with different mask sets from Tahiti, have shipped proportionately greater volumes on top of that, AMD is unquestionably not having problems with yield."
Did you see this part?
Why can't ranty read?
"Yesterday, at IFS2012 in London, Future Horizons’ CTO Mike Bryant said that six out of ten of TSMC’s 28nm customers were reporting yield problems."
Compare the fact that 6 out of 10 TSMC 28nm customers are complaining of low yields (a 40% CSAT rate is twice as bad as the industry standard of 80% satisfaction), with the article ranty quoted claiming that "most" TSMC 28nm customers were happy with yields.
Only in AMD-land is 4/10 "most".
"Why can't Nvidia supply Kepler/GK104/GTX680? "
If Ivy needs kepler for those Ultrabooks form a single line and no pushing. lol
There may be a few folks ahead of you, hmm?