NVIDIA: RTX 30-series Shortages Partly Caused by Insufficient Wafer, Substrate and Component Supply

[Chomiq]

"Insufficient wafers and components"

250k 3080's went to miners, so it's 50:50 split when you compare Steam data. LMAO.

 

[Sovsefanden]

250k 3080's went to miners, so it's 50:50 split when you compare Steam data. LMAO.

Never confirmed tho

An "analyst" said it

Highly doubt it's true, 250k chips this soon using FE coolers? Yeah, just no. FE always was a "special edition" i doubt they made even close to that number in total

Way too much work for Nvidia to keep making those, easier til just sell the chip to AIB Partners and reap higher earnings, most people are buying custom cards anyway

 

[Tomorrow]

Never confirmed tho

An "analyst" said it

Highly doubt it's true, 250k chips this soon using FE coolers? Yeah, just no. FE always was a "special edition" i doubt they made even close to that number in total

Way too much work for Nvidia to keep making those, easier til just sell the chip to AIB Partners and reap higher earnings, most people are buying custom cards anyway

Not FE's. Kits (GPU+VRAM) went to miners. Miners make their own cards with it. And considering how out of all the Ampere cards the 3080 seem to be the least available i very much doubt it's just demand for 3080.

 

[RandallFlagg]

Will any of you also mention the fact that 3000 series has been released 3-4 months ago ? You do a very good job pretending it's the same situation in both cases when it's not, one product line was released way long ago.

No because that isn't true.

The first 3090 was released Sept 17th, 2 1/2 months ago.

The 3070 was released Oct 28th or 29th, just 5 weeks ago. This is roughly the same time the 6800/6800XT released.

They line was announced on Sept 1, but their release dates were staggered and later.

 

[Legacy-ZA]

At this point, by the time they sorted out their supposed "supply" issue, RTX4000 & RX700 series will have launched. Pathetic.

 

[MikeSnow]

Having "some" product does not prevent a launch from being paper.

I think the next month will show that Nvidia was not a paper launch, evidenced by the fact that their cards are already showing on Steam's hardware survey with about the same percentage of users ranking as an AMD 5700. <--Link

I also think that the next month will show that both Zen 3 and 68XX were in fact paper launches with no significant supply.

The facts already bear this out for those that want to look, *tons* of OEM prebuilts come with 3XXX cards, yet I've literally seen none with 68XX cards. Meanwhile Zen 3 has not one major OEM using that chip.

Here in Romania the only thing currently in stock is the 5800X, at only 5% over MSRP price. The price was higher earlier this week, it just went down, so apparently there's no shortage of 5800X here. I could order one this evening and have it delivered by tomorrow at 7 AM. The other AMD Zen 3 CPUs are however out of stock.

But the new video cards from both AMD and NVidia are all currently out of stock. And when the NVidia cards are temporarily available for more a few minutes, the prices are something like over 70% over the MSRP. The AMD cards were temporarily available for a few hours at reasonable prices, in the first day after launch, but since then I've never seen one in stock, at any price, even for a few minutes.

I'm still hoping the situation might get better in a few weeks on the video card side, but it doesn't look good. I might upgrade just the CPU this year and wait a few months for the video cards to become available at reasonable prices.

 

[medi01]

Mindfactory sales show that at lea tin Germany NV sells way smaller number of cards than in pre-ampere times.


It is quite an achievement to have all the Samsung 8nm capacity to yourself, yet manage to be "constained".

 

[mouacyk]

Just when we have any hopes of restoring pre-Turing pricing, this happens...

 

[mechtech]

May as well blame COVID

 

[tancabean]

Never confirmed tho

An "analyst" said it

That’s all it takes these days. People are sheep and don’t think for themselves.

One analyst said it so now let’s all run around stating it as fact. Even if it were true $175m in GPUs is peanuts and wouldn’t be responsible for widespread shortages.

 

[yotano211]

I watch lots of pron.

 

[Vayra86]

That is still the case. Tho now even scalpers have hard time securing orders lol.

Well that makes sense. It's easier to ship a bunch of chips to one buyer than ten AIB's.

By what exactly? Micron is not producing G6X for anyone else at the moment and Samsung is not producing GPU's for anyone else. So i don't buy it.

Also G6X is not the issue. 3090 has the best stock. Partly because of the high initial price and poor value but it also uses 24 of those G6X chips. Considering the memory chip size and ease of production compared to GPU's i highly doubt that's the problem.

So its not the memory. What is left? Fabs, a covid crisis (reduced workforce) and the fact you are looking at a cutting edge node for Samsung. Yields are probably not great. Its not new. And wafer plus materials are needed everywhere while demand surges in the entire semi con market, again, covid + reduced workforce. We use more and produce less, or at least have not scaled up accordingly with demamd.

Presenting open questions does not present an answer. Its the MO of twitter heroes, oblivious to the logical answers. It doesnt take five clickbait articles to arrive at that conclusion... just common sense. Fabs are struggling everywhere. Memory struggles are old news.

Its not an issue fo Nvidia to reuse its existing channels and agreements with AIBs. Its business as usual and mining does not help Nv in the long run. Not for mindshare or market penetration.

Please... get real. All of you

It's very obvious what's happening why we have silicon shortages ... all silicone is used to make chips that will be injected with the covid vaccines so they can control us! And I almost forgot 5g was necessary to support all those chips. Now you know people!

Mind blown.
It all fits perfectly? OH EM GEE

Yeah... we are far gone.. and all those idiots get to vote.

250k 3080's went to miners, so it's 50:50 split when you compare Steam data. LMAO.

clickbait. Are we still not aware of its existence?! Holy shit

At this point, by the time they sorted out their supposed "supply" issue, RTX4000 & RX700 series will have launched. Pathetic.

With better perf dollar. Wait and Profit!

 

[r9]

So its not the memory. What is left? Fabs, a covid crisis (reduced workforce) and the fact you are looking at a cutting edge node for Samsung. Yields are probably not great. Its not new. And wafer plus materials are needed everywhere while demand surges in the entire semi con market, again, covid + reduced workforce. We use more and produce less, or at least have not scaled up accordingly with demamd.

Presenting open questions does not present an answer. Its the MO of twitter heroes, oblivious to the logical answers. It doesnt take five clickbait articles to arrive at that conclusion... just common sense. Fabs are struggling everywhere. Memory struggles are old news.

Its not an issue fo Nvidia to reuse its existing channels and agreements with AIBs. Its business as usual and mining does not help Nv in the long run. Not for mindshare or market penetration.

Please... get real. All of you



Mind blown.
It all fits perfectly? OH EM GEE

Yeah... we are far gone.. and all those idiots get to vote.



clickbait. Are we still not aware of its existence?! Holy shit



With better perf dollar. Wait and Profit!

You are welcome.

 

[looks]

To be fair, the 3070 is also using regular GDDR6.

well, maybe thats why 3070 is so much easier to buy than the 3080.

Moore's Law is dead

smh.

 

[R-T-B]

Kits (GPU+VRAM) went to miners. Miners make their own cards with it.

Uh, no. Never heard of that.

May as well blame COVID

It's almost like there's a global pandemic or something...

 

[medi01]

well, maybe thats why 3070 is so much easier to buy than the 3080.

As of today:

6800 - 769+
3070 - 689+
3080 - 1019+
3090 - 1779+

are in stock at the prices mentioned above at least in mindfactory.


It is genius way out of green hurdles, actually:
1) Have GA104 (3070 and below) fail miserably against RDNA2
2) Roll out lower end of GA102 with funny VRAM and claim it is $699
3) Actually price your cards as if RDNA2 didn't hit, at price point planned originally.

 

[Sovsefanden]

As of today:

6800 - 769+
3070 - 689+
3080 - 1019+
3090 - 1779+

are in stock at the prices mentioned above at least in mindfactory.


It is genius way out of green hurdles, actually:
1) Have GA104 (3070 and below) fail miserably against RDNA2
2) Roll out lower end of GA102 with funny VRAM and claim it is $699
3) Actually price your cards as if RDNA2 didn't hit, at price point planned originally.

Ampere dominates RDNA2 on sales and this won't change. AMD can't even deliver chips.

AMD has a bad history of crappy drivers, as a 5700XT owner, I can only confirm that it is still true. Months and months of insanely bad support post release, some 5700XT users still crash and BSOD lmao. So why did I use this crap? Because I sold my 1080 Ti for 400 dollars back in summer.

So glad I got a 3080 on release for MSRP. Cyberpunk in 3 days, cant wait to play this masterpiece in full ray tracing glory. AMD owners can only dream.

Waiting is what 99% of RDNA2 buyers will be doing tho, for months, AMD had ZERO stock on release. Atleast Nvidia delivered SOMETHING and still does. Tons of gamers are playing on Ampere based GPU's right now. Most are still waiting yep, thats how popular Ampere is.

3080 already has the marketshare of AMD 5700 on steam hw survey Yet people claim that 3080 is not available.. The answer: 3080 is popular and flying off the shelves all over the world. INSTANTLY.

Meanwhile AMDs most popular GPUs are 570 and 580 99% of AMD GPU buyers are not spending a dime above 200 dollars, which is why 6800 is failing hard on sales and marketshare and will continue to do so, until AMD lowers prices (which they ALWAYS does).

In 6 months 6800 will be priced below 3070 for sure, because it won't sell otherwise.

 

[AusWolf]

Finally they got rid of the "scalpers" and "unprecedented demand" lies.

True story: a colleague of mine wanted to build a gaming PC and asked me for recommendations. On my advice, she ordered a Palit 3070 - I thought it would sell in smaller numbers than those of the bigger brands, so she would get it sooner. She was #27 on the preorder list a month ago, and she's still #27 today. We're taking about one of the UK's biggest retailers. This is definitely not a GDDR6X issue.

In comparison, I ordered a Ryzen 9 5950X from the same retailer at about the same time. I was #405 on the waiting list back then, and I'm #72 today.

Something is seriously wrong with nvidia or Samsung (or both) - and with AMD's GPU division of course.

 

[turbogear]

The Automotive sector where I work in is also hit by component shortage at the moment:
Semiconductor bottlenecks hit auto sector, VW, Bosch, Continental warn (msn.com)

Maybe that is the same issue that is being experienced by NVIDIA, AMD, Microsoft and Sony so that all new GPUs and consoles are not easy to get at the moment.

 

[N3M3515]

Translation: water is wet.

 

[mouacyk]

Translation: water is wet.

no way

it's quite undecided: https://www.debate.org/opinions/is-water-wet#! (49% vs 51% (no))

 

[Waldorf]

So a Billion $m company, that doesnt just exist for a few years, is unable to make sure that they have enough stock to sell when releasing a product?
lol.
how many times did Nv have issues with low stock in the past 20y?
seems either their top floor doesnt contain ppl that know what they are doing, or they make the wrong decisions while getting paid millions.

 

[modmax]

noi vogliamo vendere le nostre schede a 2 soldi ma propio non possiamo non è colpa nostra ci manca il silicio: ma andate a kagar3!!!

 

[MxPhenom 216]

noi vogliamo vendere le nostre schede a 2 soldi ma propio non possiamo non è colpa nostra ci manca il silicio: ma andate a kagar3!!!

Translation: ....I have no fucking clue

 

[JustAnEngineer]

Try Italian to English with Google Translate.