TSMC is having trouble supplying ATI and Nvidia with GPU chips. And, ATI expected competition from Nvidia in this time frame which would mean less sales -- so did not order enough GPU chips from TSMC last Summer. Because TSMC is having "yield" issues with their manufacturing process, ATI and Nvidia are getting even fewer chips than they ordered.
My interpretation of the most credible rumors indicate Nvidia Fermi (G300) will be available in limited quantity around February and in quantity around April.
ATI HD5870 will be available in spurts (check daily and when you see one grab it) until early December (4 weeks ???). Then better quantities.
But, that's all rumor and conjecture.
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