[The Exiled]

nVidia: Ampere RTX 30 stock issues is not only based on GPU shortages

nVidia partly blames what we already expected, wafer shortages at chip vendor Samsung.There are also inadequate substrates and other components available. It would consequently not be enough to reserve further production capacity with Samsung in the short term. Somewhat weird as these orders are made long in advance. 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

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.

When important components become scarce: CPUs, GPUs, console chips and other components as complex trading objects

Izvor: Guru3D i TechPowerup