NVIDIA Ampere Shortages Partly Caused by Insufficient Wafer, Substrate and Component Supply

When it comes to all new gaming products, whether it is the latest graphics cards or even consoles they are very hard to find in stock. NVIDIA has said that their shortages of their RTX 30 Series Ampere graphics cards were due to “outstanding, unprecedented demand” as well as scalping practices. It has also been revealed that there are wafer and component shortages. Speaking at the Credit Suisse 24th Annual Technology Conference NVIDIA CFO Colette Kress said 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.”

NVIDIA GeForce RTX 3080

She did not elaborate on what components exactly have shortages. As I’ve suspected from the beginning (noted this multiple times on the podcast) the high-end Ampere cards feature GDDR6X memory which is in short supply and only made by Micron at the moment. Also if NVIDIA really did underestimate the demand for Ampere they would be months behind on getting chips made by Samsung. This process is done months in advance of a product launch.

Kress did say that they are working towards solving these supply issues, “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.”

Via Tom’s Hardware

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