Anybody knows who is making the PS4's chips? GF or TSMC? I guess it is TSMC... GF can't do much more than the AMD's chips (in fact they needs to ask TSMC do produce somes GPUs).

Well they sold more units this past week (according to the front page) then X1. Plus have a launch in middle east and South Africa this week and last. More shipments will be coming to NA and Europe. Sony is having a great holiday. They're selling every unit they make at record paces. I don't see the problem here.

You won't find a single source for this. The first thing you will have to do is go back years and look what was typically manufactured in those years. At those times (July to December), you had Wii, X360,PS3s manufactured, now it is X360, PS3, XBox One, PS4 (as far as consoles are concerend, of course there are a trillion other things manufactured in this period leading into holiday season). Manufacturing plants have not really increased so you have roughly the same capacities now as before. If you a re lucky you can occasionally find some data in electronic news sites/forums that talk about "so-and-so many wafers/memory chips/power supply units/whatever were ordered". Inferring from those random data points (nobody is ever going to tell you the numbers directly), it is generally agreed upon that manufacturing capacities are around 1-1.2mio units for consoles. Also we have Sony/MS's stated numbers of "5mio units sold in March". This correlates well with the 1mio number.  As a manufacturer, neither Sony nor MS can simply decide to produce (significantly) more, they would have to buy additional components on short notice or even on the spot market. And then there are no plants idling around (you have to "rent" time far in advance, and no you can't just "rent the entire year" just to lock out the competition) at this time of the year, anyways.

I assume that TSMC would have a higher wafer capacity mainly because of the fact that they need a bigger business to maintain their operating costs but AMD can simply just use both of them to manufacture the PS4s or X1s silicon.

Didn't AMD manufacture their richland APUs at global foundries or am I missing something ? 

Actually, neither GF not TSMC nor ChinaInc gives a sh*t about the number of wafers you "reserved". Depending on your chip size, and if you follow the design rules of the fab, they guarantee you a certain number of "good" chips. It is up to you to buy enough wafers, get them to the fab, and plan enough time to process them (once you actually get the real numbers from a test run). If you find out late in the game that you need more chips, you either pay a sh*tton of money to "convince" the fab to continue the run, or you stand empty-handed in front of the fab that just closed the doors for your batch. (There is a fine line here concerning the "follow the design rule" law - but that is not important for the argument).

I'm pretty sure it is all TSMC. GF still had problems with their 32nm lines when TSMC was already comfy with 28nm. AMD paid a huge settlement sum to get out of the GF contracts (they probably saw that 28nm at GF was going nowhere for NextGen chips).

I think 32nm APUs are made in GF but 28nm I'm not sure... I guess TSMC.

Agreed. What could I ever do without your insight, drkohler ? 

TSMC I believe. 

But AMD is talking with GF for more contracts. 

Don't quote me on this, I'm not sure

Correct me if I'm wrong but aren't ARM SOCs manufactured on global foundries 28nm process ? Maybe global foundries yields for higher performance chips aren't up to the task for mass production.