http://www.neogaf.com/forum/showthread.php?p=74674055#post74674055I have not found any report that TSMC have done manufacturing this year for Nintendo. The articles I've read say that the Renesas factory closure should not affect Nintendo for another 2-3 years. After that, a complete redesign may be necessary, as it is unclear if Renesas would allow TSMC to touch their proprietary eDRAM tech. So either they do and sell them the actual machines (in which case nothing will change) or they don't, in which case there will be a more drastic change than just smaller shader blocks.
http://www.neogaf.com/forum/showpost.php?p=74676967&postcount=146
http://n4g.com/news/1325891/nintendo-to-use-tsmc-to-produce-edram-parts-going-forward (said back in april)
Actually not sure how you missed that, it was reported in the thread made by smokydave and there is dozens of links if you search for "Nintendo to use tsmc" Nintendo announced that from "now" on TSMC will be making the eDRAM (as well as the GPU since it all shares the same die)