IT home January 14 news, according to foreign media Tom's Hardware news, the shortage of graphics cards on the market has lasted for two years, and the current price of commercially available graphics cards has been high despite fluctuations. Nvidia's next-generation RTX 40 series graphics cards are expected to be available in 2022, which may alleviate the graphics card shortage to some extent.
At the 24th Needham Growth Conference, Nvidia Chief Financial Officer Colette Kress said: "Looking back at 2021, we see strong demand for GeForce graphics cards, and Nvidia's graphics cards continue to be in short supply. The availability of NVIDIA products will improve in the second half of 2022. ”
Nvidia did not elaborate on what changes will occur in the second half of the year to improve graphics card supply, nor did it disclose information about the next generation of GeForce graphics cards. Currently, only the RTX 40 series graphics cards are known to be codenamed "Ada Lovelace" (mathematician, mother of computers).
IT House has learned that there is currently news that the NVIDIA RTX 40 series will be manufactured using TSMC's N5 5nm process, which is now very mature and has a high yield. Due to the strong demand for graphics cards, NVIDIA may have increased orders for TSMC production as much as possible. TSMC invested tens of billions of dollars in N5 process capacity in 2021, and these new production lines are expected to start in 2022, which will greatly alleviate the shortage of advanced process chips.
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