On January 14, according to foreign media tomshardware, due to the strong demand in the case of insufficient supply, the best game graphics cards have been in tight supply for nearly two years, but Nvidia said that the shortage of its GPU will ease in the second half of 2020. Based on the timeline, Nvidia seems to be hinting that supply will improve when it launches the next-generation GeForce RTX 40-series "Ada Lovelace" graphics processor.
Image source: Tomshardware
Colette Kress, chief financial officer of Nvidia, said at the 24th annual Needham Growth conference: "Throughout 2021, we have seen strong demand for GeForce and have consistently exceeded our overall supply capacity. But starting in the second half of 2022, our supply will be better. ”
At present, Nvidia did not elaborate on how it will improve the supply situation in the second half of 2022. While it never says when the next generation will be released, given Nvidia's past preference for releasing a new GPU line every two years, the company will launch its GeForce RTX 40 series "Ada Lovelace" processors in due course this fall.
Nvidia's Ada Lovelace GPUs are expected to be based on TSMC's N5 nodes. The node is entering its third year of mass production and has good production. Given the strong and growing demand in the market, Nvidia may have adjusted its orders at TSMC accordingly. That's why it's now confident in supply. In addition, TSMC invested tens of billions of dollars in N5 capacity last year, and is expected to meet Nvidia's demand later in 2022.
For gamers, Nvidia's launch of the GeForce RTX 40 series "Ada Lovelace" processors later this year may not be a good thing. Because that means Nvidia won't order a large number of GeForce RTX 30 series "Ampere" GPUs from Samsung to maintain inventory. In terms of features and performance, it remains to be seen what exactly the GeForce RTX 40 series "Ada Lovelace" graphics cards will bring, but if the new series of graphics cards significantly improves the supply, gamers will certainly appreciate it.