The lack of a GPU has made life very difficult for any gamer looking to upgrade their graphics card without first mortgaging their home. But there was a glimmer of hope yesterday, as rumors surfaced that Nvidia was ramping up production of the RTX 3050. Now, Nvidia itself has said it expects supply issues to ease later this year, which will hopefully lead to increased GPU availability.
Nvidia’s Chief Financial Officer Colette Kress made the announcement at the 24th Annual Needham Development Conference.looking for alpha) Speaking at the event, Kress said that things should start in the second half of 2022, which is what Nvidia has done with its supply chain partners. A similar comment was made by Kress in late 2021, and it shows that the GPU giant is feeling confident that the shortfall will be reduced.
“All through calendar 2021, we have seen strong demand for GeForce. And it remains strong, and stronger than, our overall supply,” Kress explained at the conference. “We had noticed that channel levels are fairly low, and we are working with our supply chain partners to increase supply availability. And we feel better about our supply position as we move into the second half of calendar year ’22.
Kress didn’t elaborate on exactly what will happen to mitigate supply issues, but we can make a fair guess: the arrival of Nvidia’s 40-series GPU (code-named Ada Lovelace). Considering Nvidia’s schedule typically launches a new series every two years, and the last update was a 30-series Ampere card in 2020, 2022 seems like a good time for Ada Lovelace GPUs.
Ada Lovelace cards are expected to use TSMC’s N5 process. Reports in late 2021 indicated that Nvidia was returning to TSMC after a year with Samsung, due to the latter’s yield issues. If the report is correct, Nvidia thinks TSMC has been able to deliver better yields than Samsung, which is good news for GPU-hungry gamers.
And given the incredible demand for graphics cards, it’s likely that Nvidia has also taken the opportunity to increase its orders of Ada Lovelace GPUs from TSMC. With TSMC’s strong returns, that could mean a better chance of having enough cards when the 40-series is announced.
We are currently going through a possible change in the fortunes of gamers. CES 2022 saw the unveiling of budget GPUs from both Nvidia and AMD, and while we don’t expect them to be available well at retail price yet, it at least reflects the companies’ desire to make GPUs a little more affordable. indicates to. That could help even more if Nvidia’s supply predictions pan out.