CHIP FAB TSMC IS to delay its 40nm process, a bit. It was originally scheduled to start shipping this year, just barely, but now it has been pushed out.
People whispering in our ear have said the first parts, originally scheduled for the waning days of 2008, slipped to January a bit ago. They then moved on to February/March, and that is looking much more solid now.
The first one out of the gate is usually Altera, and the firm was hoping to ship 40nm parts this year, but that looks doubtful. The next big boy was Nvidia. Its next-gen part was set to tape out in September according to its engineering roadmaps. Still, if NV is as timely as usual with tapeouts, the 40nm delay won't hurt them at all.
Next on the road to pain is ATI. It was planning to have parts out weeks after Nvidia, but that likely won't happen either, because of the slip. In the end, all three big players will be out with 40nm parts at about the same time, late Q1.
If you need an FPGA to connect your next gen NV part to your next gen ATI part, there won't be any waiting before you get all the parts you need to make your boards. It will be a lively Q1. µ
'Some of us like the misery'
That'll surely affect its credit score