Gosh! Those are big numbers: 40nm will go from 4% to 10% of total in Q4, and the margin impact of that chamber matching issue will go from 1.5% to 2% despite forecasting it to be fixed sometime in the fourth quarter. I'm genuinely amazed that despite significantly greater issues than on 65nm/90nm, their ramp has been mind-blowingly *more* aggressive. They expect 20% by the end of 2010, but at this rate I wouldn't be surprised if they surpassed that again. Mind you it'd be even more impressive if they didn't have all these issues in the first place...
I wonder how much this is affecting the supply of R8xx, and whether it happened early enough to perhaps be the cause of their current supply constraint. When you order X wafers that you expect to become Y chips and you get many less than that, it's not really your fault (at least it's TSMC that takes the hit margin-wise). Obviously it should affect Fermi too but NVIDIA nearly certainly will not have enough supply anyway so I don't think that's much of an excuse in their case
I wonder how much this is affecting the supply of R8xx, and whether it happened early enough to perhaps be the cause of their current supply constraint. When you order X wafers that you expect to become Y chips and you get many less than that, it's not really your fault (at least it's TSMC that takes the hit margin-wise). Obviously it should affect Fermi too but NVIDIA nearly certainly will not have enough supply anyway so I don't think that's much of an excuse in their case