http://www.digitimes.com/news/a20110707PD211.html Note on the news article that digitimes fails to note: TSMC's high performance 28nm will be different to its low power 28nm: so the FAB lines used by ARM parts and GPUs will be different. Also note that nothing is obviously confirmed/denied by TSMC, AMD or NV. I don't know where digitimes get their info from, but they are usually right about TW things.
I've noticed that Nvidia and AMD have been quiet for an unusual length of time on the GPU front. I'd advise people who are currently thinking of upgrading their GPU to do so.
I won't be buying one, the GTX560 will be a decent step up from the HD6850 especially from a HD4850 prior to it. I'm only paying a good $30 more for the upgrade really, thanks to smart trading.