I got it here: http://www.techspot.com/news/36223-nvidia-suffers-twopercent-yield-on-gt300.html

If you follow the link on the page, you'll actually find that it was 1.7%, so I had my number slightly off. But sadly, the reality is worse, which means my calculation should have come out to 0.68%.

Ah well this definitely eliminates the ideas of price cuts for the immediate future. However based on the information available this should be cleared up soon enough there should still be product available for the holiday season. Of course the faster the better for AMD but I'd bet Nvidia is hoping it gets worse since they have nothing new to release at this time.

No conspiracy here, but definitely a break for Nvidia. AMD might not be able capture as might high end market share as they wanted, but it doesn't seem like Nvidia is really going to be all that happy either. I've read elsewhere that there might also be a shortage of the 55nm parts because they didn't order enough wafers. Could be a lump-of-coal-in-the-stocking type Christmas for AMD, Nvidia, and gamers.

Bad news indeed , it pushes everything back further , the silicone is being used for alot of current tech , from AMD and NVIDIA both desktop and mobile products supplies will be effected substantially. Directly contributing to a higher overall selling cost of said products.

Other than technical problems, I don't see ATI needing to cut its prices immediately as nvidia doesn't seem to be prepared as well to mass-produce 40nm graphic chips

These Semi conductor companies are a bit hasty. They won't test their circuits in a thorough manner and they will release the product. They are not to be blamed, because of the competition in the market, they have no other choice but to release a first version and then their developments later. That's why, It's better to purchase items from new technology, later than when they are released. The products too will be there after some time has passed.

This is bad news for everyone. Fewer cards, less revenue, fewer happy customers

The fab as Global Foundaries is set up for producing CPUs, using technologies like high-K materials and stressed silicon.

The fab TSMC has doesn't do any of that. No high-K material and no stressed silicon.

But what TSMC has is this --- high volume production, dimension shrinking (40nm now and 30nm or 28nm in the near future, at the end of 2010), and TSMC package includes masks (which may cost tens of millions) as well.

so thats why... I was wondering when I tried to buy the 5770 why it out out of stock everywhere :/ and I think you're right it's to convenient when amd finally was a awesome card's out at good competetive prices that suddenly 40 mm nand yeilds sink to the bottom

Looks like I'm keeping my GTX260 a while longer. At least Nvidia has now more time to improve their drivers, since they will be releasing nothing new in the near future.

That's partly inaccurate. Strained silicon (which is what I believe you are referring to) has been produced by TSMC for at least three years now.

TSMC is behind however on high-k gate technology; they recently pushed back high-k to their 28nm node, which will be out some time in late 2010 or early 2011.