Things have been going relatively well for AMD in the GPU market since making a big comeback with the Radeon HD series. Their next-generation DirectX 11 part code-named RV870 was shown at Computex last month and was expected to arrive to market by the third quarter.
Though not coming from any official sources, there are rumors that AMD will be delaying the launch of its RV870 GPU until November. Though the change of date is not a dramatic one, manufacturing troubles are cited for the postponement.
Whether due to the reduction in manufacturing process or increased complexity of the RV870, TSMC continues to have problems with yields at 40nm, making it possible that AMD won't have enough parts to go around. This could be harmful to AMD, who intended to have the first DX11 hardware component on the market - a decent advantage, especially considering Windows 7's shipment date of October 22.