Yes, I thought it was unrealistic at first too, but they have been beavering away at TSMC since 2008 on GT21x and there still hasn't been one single product on the store shelves.
Let's turn it around. I'll put this from your point of view, The roadmap to "we have completely realistic yields on all products on 40nm"
Early 2008: GT200 comes out on 65nm, Engineers cheer, drink Champagne.
A couple of weeks later, the second spin 55nm GT200's come out of TSMC, more cheering, more drinking of Champagne and some TESLA demos.
Okay, we've got some leakage here, let's make a b3 revision of GT200. success... (something) ...moneys.
June: Everyone goes on summer holiday, PR department notifies the press that D12U will be the first nVidia chip using GDDR5 (pushes two extra pins in Maccri voodoo doll)
August: Guys.. it's August! ... No sweat, we've just taped-out our designs for GT212/4/6/8.... they'll use GDDR5 (hint!) more moneys!
September
October
November
December.. well GT212 isn't going to work (leakage), 214 is a bit ambitious (leakage) but 216 and 218 are good to go after a spin, we promise!
January
February: Success! we've got GT216 and 218 back from TSMC and we've got great yields!
March: GT300 Tapes-out, AMD announces RV740.. no problem, thanks to our superior yields we'll flood the market with our GT216 and GT218
April: What you Mean? HD4770 shipping? They can't be having less leakage than we do?
May: What we do now? oh.. just.. . just tell them GT300 taped out! in the mean-time, we'll tell that we can't produce enough GT216 and 218 because we had zillions of ODM design wins! tell them it's hundreds!
June
July: Announce something! We have over 200 OEM and ODM design wins! tell them they can buy exactly two systems with a GT218 in it! (GeForce G 210:
HP&Gateway)
August (?! AMD have something over 100mm2 in 40nm?!)
September: Success!
the first Review of GT218
Please don't pay attention to RV710 outperforming GT218 and doing that at 5 to 20% lower power consumption whilst being 55nm.