OK, but so now Mailman is saying that becuase of nVidia's issues, AMD has been given priority @ TSMC. AMD were ready with a working design to place their order first, and now many months later nVidia has GK104 ready, and Nvidia cannot get enough wafers to meet demand, and must look elsewhere.
Meanwhile, AMD is seeing a benefit from yield increase, and is launching this faster edition, it is surmised here. But nVidia has not launched GTX670, GTX 660, only older cards, like mentioned @ your link.
Of course, we can only guess that AMD's early success with their current-gen chip design affected nVidia's ability to buy more wafers, but it does seem to make sense.
Anyway, going form 925 MHz to 100 MHz on the same votlage technically represents a 7.75% increase in chip quality and efficiency. If we take Nvidia at face value, and yield issue are true for them, the best they can see right now is a 7.75% increase is chip quality, but NOT 7.75% MORE working chips. IF anything, if it truly is better GPUs out fo TSMC without AMD binning for this from earlier wafers, then nvidia realyl si in trouble like Charlie says.
It's just obvious. And that's why Charlie is uninspiring. Most people can take 1 + 1 + 1 and get to 3. Sometimes he gets 4, sometimes, 3.