The two major designers of graphics processing units are likely to significantly rise the amount of PCI Express graphics chips this quarter, but without ceasing to supply their AGP 8x products. The increase may be a significant, as TSMC pins a lot of hopes on it.
"The adoption of the PCI Express specification for personal computers is stimulating demand as it moves to the mainstream and computer makers build the specification into their equipment. In particular, graphics and peripheral logic chip set vendors NVIDIA Corp. and ATI Technologies Inc. – two major TSMC customers – are expected to receive big orders for PCI Express compatible chips in the second quarter," said an article over SiliconStrategies.com web-site quoting an unnamed executive for TSMC.