IT LOOKS like Nvidia is translating it's financial prowess into the engineering space, putting the great minds at the company on the upcoming 40nm shrinks. The end result is that 40nm parts are going to be delayed again.
The latest word on the incredible shifting roadmap of green doom is that the three initial 40nm parts have been pushed back from Q2 to Q3, and that at least one of them - likely the GT212 - is dead. Given the DFM debacle on 55nm, it is not out of the question that Nvidia could be having the same problems at 40nm - after all the arrogance hasn't changed.
Other suggestions are that the chronic delays of 2008 have taken their toll, and there isn't enough engineering bandwidth to go around. Some say that the good people are now at Intel, while others say it is money savings. In the end, it is likely to be (D) All Of The Above, plus a few more.
So don't look for Nvidia to be competitive during 2009. It couldn't happen to a nicer bunch. µ
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