It would seem that several PC vendors are feeling the effect of AMD's limited graphics card supply. The company's 40nm Radeon HD 5000 series and 55nm Radeon HD 4000 series video cards are both tight in supply at the moment. The former is said to be the result of low yields on TSMC's 40nm process, and the latter is reportedly due to AMD's conservative stance toward the sales of its 55nm graphics cards after the launch of its 40nm products.
The dry stock of GPUs is forcing PC makers to delay their mass shipment schedules by about two months, to the first quarter of 2010. AMD isn't escaping unscathed, either. Sources of DigiTimes say that the shortage has also caused a delay in the company's mass shipment of Mobility Radeon HD 5000 (Manhattan) series GPUs. AMD has moved the shipment date of its new notebook graphics chips from the fourth quarter of 2009 to the first quarter of 2010.