At first I thought ha maybe Nv left so they have better yields
http://biz.yahoo.com/rc/040512/tech_ibm_1.html
Then after reading it seems that maybe instead they figured out what the problem was...
Speaking during a briefing by telephone, John Kelly, who runs IBM's chip business, said that in the past few months the number of flaws found in the chips it makes have decreased.
"Lately our defect densities have been improving quite rapidly," Kelly said. The facility started off last year with good improvements in its production of useable chips, but that then declined due to some design issues, he said.
"We seem to have turned the corner on those (design issues). We believe we understand them and we are now making rapid progress on them. But we still are not quite to our target -- to our objective -- but we are getting very close," Kelly said.
http://biz.yahoo.com/rc/040512/tech_ibm_1.html
Then after reading it seems that maybe instead they figured out what the problem was...