NV promised review cards 2 weeks before the launch to the press. So coming Friday we'll know a lot more.
re: A3/B1, we see quantities of A3 in April/May simply because it takes time to process the dies.
The paper launch in March is a simple indication it takes more time than they want. So any quantities we'll have in the next two months is whatever has been processed/is being processed right now. There won't be more than that until the B1 spin. NV currently has 80% of TSMC's 40nm production.
re: A3/B1, we see quantities of A3 in April/May simply because it takes time to process the dies.
The paper launch in March is a simple indication it takes more time than they want. So any quantities we'll have in the next two months is whatever has been processed/is being processed right now. There won't be more than that until the B1 spin. NV currently has 80% of TSMC's 40nm production.
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