Thursday, December 3rd 2020
NVIDIA: RTX 30-series Shortages Partly Caused by Insufficient Wafer, Substrate and Component Supply
The current widespread shortages on anything gaming-related (be it gaming consoles or the latest GPUs from both NVIDIA and AMD) are a well-known quantity by now. However, it now seems that NVIDIA's shortages aren't just the result of "outstanding, unprecedented demand", aided by scalping practices, but also from wafer and component shortages. NVIDIA's CFO Colette Kress at Credit Suisse 24th Annual Technology Conference expanded on these issues, saying that "We do have supply constraints and our supply constraints do expand past what we are seeing in terms of wafers and silicon, but yes some constraints are in substrates and components. We continue to work during the quarter on our supply and we believe though that demand will probably exceed supply in Q4 for overall gaming."
There was no further information on exactly which components are experiencing shortages. An educated guess might pin some of these issues on the exotic GDDR6X memory subsystem on high-tier Ampere graphics cards, but there could be other factors at play here. If NVIDIA did underestimate demand for its Ampere graphics cards, though, that will make it that much harder for the company to ramp up orders (and hence production) with Samsung - semiconductor manufacturing works with several months of lead time between orders and their actual fulfillment.
Kress further expanded on NVIDIA's optimism towards solving these supply issues, saying that "We do expect it probably to take a couple months for it to catch up to demand, but at this time, it is really difficult for us to quantify. So, we stay focused on trying to get our parts to the market for this very important holiday season. Each day things continue to improve. But before the end of the quarter, we will be able to provide some more information." That would of course bring joy to a number of customers who are waiting patiently - or not - towards being able to actually spend their money on NVIDIA's latest products. The sight of requested and fulfilled orders with retailers is, after all, a modern horror story.
Source:
Tom's Hardware
There was no further information on exactly which components are experiencing shortages. An educated guess might pin some of these issues on the exotic GDDR6X memory subsystem on high-tier Ampere graphics cards, but there could be other factors at play here. If NVIDIA did underestimate demand for its Ampere graphics cards, though, that will make it that much harder for the company to ramp up orders (and hence production) with Samsung - semiconductor manufacturing works with several months of lead time between orders and their actual fulfillment.
76 Comments on NVIDIA: RTX 30-series Shortages Partly Caused by Insufficient Wafer, Substrate and Component Supply
An "analyst" said it
Highly doubt it's true, 250k chips this soon using FE coolers? Yeah, just no. FE always was a "special edition" i doubt they made even close to that number in total
Way too much work for Nvidia to keep making those, easier til just sell the chip to AIB Partners and reap higher earnings, most people are buying custom cards anyway
The first 3090 was released Sept 17th, 2 1/2 months ago.
The 3070 was released Oct 28th or 29th, just 5 weeks ago. This is roughly the same time the 6800/6800XT released.
They line was announced on Sept 1, but their release dates were staggered and later.
But the new video cards from both AMD and NVidia are all currently out of stock. And when the NVidia cards are temporarily available for more a few minutes, the prices are something like over 70% over the MSRP. The AMD cards were temporarily available for a few hours at reasonable prices, in the first day after launch, but since then I've never seen one in stock, at any price, even for a few minutes.
I'm still hoping the situation might get better in a few weeks on the video card side, but it doesn't look good. I might upgrade just the CPU this year and wait a few months for the video cards to become available at reasonable prices.
It is quite an achievement to have all the Samsung 8nm capacity to yourself, yet manage to be "constained".
One analyst said it so now let’s all run around stating it as fact. Even if it were true $175m in GPUs is peanuts and wouldn’t be responsible for widespread shortages.
Presenting open questions does not present an answer. Its the MO of twitter heroes, oblivious to the logical answers. It doesnt take five clickbait articles to arrive at that conclusion... just common sense. Fabs are struggling everywhere. Memory struggles are old news.
Its not an issue fo Nvidia to reuse its existing channels and agreements with AIBs. Its business as usual and mining does not help Nv in the long run. Not for mindshare or market penetration.
Please... get real. All of youMind blown.
It all fits perfectly? OH EM GEE
Yeah... we are far gone.. and all those idiots get to vote. ;)clickbait. Are we still not aware of its existence?! Holy shitWith better perf dollar. Wait and Profit!
6800 - 769+
3070 - 689+
3080 - 1019+
3090 - 1779+
are in stock at the prices mentioned above at least in mindfactory.
It is genius way out of green hurdles, actually:
1) Have GA104 (3070 and below) fail miserably against RDNA2
2) Roll out lower end of GA102 with funny VRAM and claim it is $699
3) Actually price your cards as if RDNA2 didn't hit, at price point planned originally.
AMD has a bad history of crappy drivers, as a 5700XT owner, I can only confirm that it is still true. Months and months of insanely bad support post release, some 5700XT users still crash and BSOD lmao. So why did I use this crap? Because I sold my 1080 Ti for 400 dollars back in summer.
So glad I got a 3080 on release for MSRP. Cyberpunk in 3 days, cant wait to play this masterpiece in full ray tracing glory. AMD owners can only dream.
Waiting is what 99% of RDNA2 buyers will be doing tho, for months, AMD had ZERO stock on release. Atleast Nvidia delivered SOMETHING and still does. Tons of gamers are playing on Ampere based GPU's right now. Most are still waiting yep, thats how popular Ampere is.
3080 already has the marketshare of AMD 5700 on steam hw survey :laugh: Yet people claim that 3080 is not available.. :laugh: The answer: 3080 is popular and flying off the shelves all over the world. INSTANTLY.
Meanwhile AMDs most popular GPUs are 570 and 580 :roll: 99% of AMD GPU buyers are not spending a dime above 200 dollars, which is why 6800 is failing hard on sales and marketshare and will continue to do so, until AMD lowers prices (which they ALWAYS does).
In 6 months 6800 will be priced below 3070 for sure, because it won't sell otherwise.
True story: a colleague of mine wanted to build a gaming PC and asked me for recommendations. On my advice, she ordered a Palit 3070 - I thought it would sell in smaller numbers than those of the bigger brands, so she would get it sooner. She was #27 on the preorder list a month ago, and she's still #27 today. We're taking about one of the UK's biggest retailers. This is definitely not a GDDR6X issue.
In comparison, I ordered a Ryzen 9 5950X from the same retailer at about the same time. I was #405 on the waiting list back then, and I'm #72 today.
Something is seriously wrong with nvidia or Samsung (or both) - and with AMD's GPU division of course.
Semiconductor bottlenecks hit auto sector, VW, Bosch, Continental warn (msn.com)
Maybe that is the same issue that is being experienced by NVIDIA, AMD, Microsoft and Sony so that all new GPUs and consoles are not easy to get at the moment. :rolleyes:
it's quite undecided: www.debate.org/opinions/is-water-wet#! (49% vs 51% (no))
lol.
how many times did Nv have issues with low stock in the past 20y?
seems either their top floor doesnt contain ppl that know what they are doing, or they make the wrong decisions while getting paid millions.