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According to Mr White, and despite a relatively rough year for the company for lack of new-new products, Nvidia’s master plan seems to be falling into place. Supply constraint dictated much of the outcome of the last two quarters, with Nvidia unable to squeeze enough of the necessary wafers out of TSMC to meet demand, much less ramp up production. As AMD had already mentioned, only in December did TSMC get its act together and get with the plan. Supply will be back to normal by mid 2010. But in the meantime everyone in the 40nm chip business will have to bite the bullet.

The company’s earnings breakdown also revealed just how money really does make the world go round. Nvidia's biggest cash-cow last quarter, said White, was the Quadro-series of products, which sell at about 10 times the price of GeForce cards but are cut from the same silicon. If you’re on allocation and Quadro demand is high, you as a company simply can’t afford to build Geforces, now can you? Quadro had the highest revenue, just shy of $200 million, said White.

http://www.theinquirer.net/inquirer/...ro-tesla-tegra

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