Did the whole 32nm cancelled thing ever get truly cleared up? Might give more insight, 32nm parts could/should be available soon enough, in time for that 2H timetable, unless it was really canned. Although 28nm is primed for year end last I saw so, its like a 6 months window for 32nm there, which seems like they shouldn't even bother. That makes me wonder, will R9xx be 28nm or 32nm refresh, or will it be a 40nm refresh, in which case, how much bigger are they willing to go at 40nm, seeing NV's problems? 400mm? 420mm was R600 and as I recall they said they'd never go that big again.
Essentially, if 32nm is cancelled, they have to wait for 28nm, which will be 2011. I don't think they can really wait that long. Which, again, if 32nm is really cancelled as it appears, leaves them with a 40nm refresh, with a bigger die.