It was an open secret and one of the main themes of the whole issue of shortages and the chip crisis at NVIDIA, but now it seems to be more transparent and official. Despite the fact that we have been with the RTX 30 in stores for over a year, and despite the fact that initially Samsung complied with NVIDIA, the reality is that the post-pandemic lawsuit ended up suing the southern giant. korean: there will not be enough RTX 30 stock for everyone.
It’s not that you have to worry about the state of the market, GPUs are on the shelves, the problem is that the price drop won’t happen if the market isn’t inundated with models and they are not sold, so at some point they will cause the auction to start and the competition to drop between manufacturers. It is clear that no one wants to lose, and all materials and components, as well as transport, have increased in price, but forget about this offer, Samsung has been planted.
Samsung fails to cope, NVIDIA quits
If we look back, we’ll remember that NVIDIA’s forced strategy seemed like a good plan, but it ultimately didn’t because the pandemic changed everything. Huang works with the two biggest in the industry: TSMC and Samsung, where the former makes the chips for the 7nm GA100, which performs so well, while Samsung takes care of the whole gamut, realizing a powerful client. .
The lithographic process of 8 nm is a direct evolution of 10 nm South Koreans, so there shouldn’t be a major issue in terms of yield per wafer and supply everywhere, but there isn’t. The number of units agreed with NVIDIA is reached, but the demand is much higher and Samsung, with its mature process, does not have enough production capacity.
Node and RTX number 30 are lost
Samsung is not focusing on expanding this node’s production capacity through new Fabs. However, and contrary to popular belief, it is preparing to build several more for the next high performance nodes. That is, it will not achieve the production rate required by NVIDIA and therefore the supply of RTX 30 GPU will be the same until the company turns off the tap to bring the RTX 40 with TSMC 5 nm.
Or what comes to the same, there won’t be enough card stock as prices drop and settle in, which is dated late summer 2022 if all goes its course. The change in how Ethereum works will bring many second-hand GPUs from mining, which will cause users to buy and reduce sales in stores.
These are the two great hopes of users, whether they are fulfilled or not is very uncertain, but it is the dreaded scenario that awaits us. During this time, the prices keep going up and with them the reluctance to buy, where if we do a quick spotting in the stores we will see that it is difficult to find a model without units, never seen before. .
