TSMC's problems with the 40 nm process accelerate the development and reorganization of Globalfoundries.
According to media reports AMD is not afraid of Nvidia's forthcoming GT300 graphics chip. Although the problems TSMC is having with the production of 40 nm chips would give AMD and Nvidia a hard time, AMD expects a bad yield rate of the GT300. But due to the forthcoming dual GPU solution for the high-end market AMD thinks to have the better position.
Because of the low yield rate of TSMC's latest production process AMD wants to switch the GPU production to Globalfoundries in the first quarter of 2010. At the same time there the mass production of 28 nm chips is supposed to start. This wouldn't be the first time for Ati to skip a production process in the high-end sector. When switching from the Radeon 2900 series (80 nm) to the Radeon 3870 (55 nm) Ati already skipped the 65 nm process.