If a 747 blows up because of an electrical fire, and Boeing knows who it came from and how it got that way, do you think they will wait for another massive loss of life before they do anything? Wont' they take extra precautions next time to make sure it doesn't happen again?
Nvidia took a hit of +200m on ONE revision of their main graphics lineup going bad and since graphics is their main bread and butter (well...atleast consumer applications may be a large chunk of revenue) i'm sure they will straighten up.
If it was really , REALLY, bad, Apple would have went to ATI.