“TSMC has made good progress with the 40nm technology. At this point our new ATI Radeon HD 5000 family is pulling on 40nm and as is always the case with the hot new product early in the launch: we are hand and mouth on supply. I expect that situation to improve over the coming weeks and months,” said Dirk Meyer, chief executive officer of AMD.

I'm guessing this is info they got from AMD's earning conference call.

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