How can you be sure this has any relevance to AMD at all? Southern Islands taped out already back in February...
From what I read, in Q2
http://www.xbitlabs.com/news/other/display/20110422111145_AMD_Expects_Two_28nm_Tape_Outs_This_Quarter.htmlAMD Anticipates to Tape-Out First 28nm Chips in Q2 2011
"We expect several 28nm tape-outs during the current quarter. We balance our loading according to risk performance and price. But we also said that there is, of course, a natural incentive for us at this point to work closely with Globalfoundries, and that is, of course, something we continue to do," said Thomas Seifert, interim chief executive officer of AMD and chief financial officer.
Also, AMD and Nvidia account for nearly all of TSMC's business.
I'm just posting the news as they come because the delays are relevant for mining
http://uptonews.com/07/tsmc-admits-28nm-ramp-up-is-taking-longer-than-expected.htmlA little more than two weeks ago, the foundry stated their 28nm fabrication process is on track to enter mass production in the fourth quarter of 2011 and that it is expected to account for 2-3% of its total wafer sales in the last quarter of the year.
However, it now seems like this figure was exaggerated, and that chip sales based on this node will hardly go over 1%.
TSMC hasnt revealed any information regarding the customers that are expected to mass produce chips based on this advanced fabrication node in 2011, but both AMD and Nvidia rely on this process to build their next-generation graphics cards.