lonely at the top, and with few competitive products from
Nvidia, AMD seems to have let its guard down. Digitimes claims several
PC vendors to delay their shipment schedules for products based around
As we already said on several occasions, both ATI and Nvidia seem to
have underestimated demand several weeks or months back and failed to
order enough TSMC silicon on time. While Nvidia partners are struggling
to cope with a shortage of GT200 series chips, demand for ATI Evergreen
chips has outpaced supply.
Interestingly, AMD has reportedly delayed shipments of ATI Mobility
Radeon HD 5000 series to Q1 2010. They were supposed to appear in the
current quarter, but sadly we will have to wait for mobile DirectX 11
for an extra couple of months.