Talking at the Credit Suisse 24th Annual Technology Conference, NVIDIA CFO, Colette Kress admitted that one of the reasons behind the shortage of the RTX 30 series cards was the limited chip supply from Samsung. Explaining that although the shortages go beyond wafers and silicon, a good chunk of it is due to the substrate.
She further stated that the demand will likely exceed supply in Q4 2020 and that it’ll take a couple of months to catch up. When asked about the future products, including mobile parts, she refused to comment stating that it’s too early to tell at this point, and that decision will likely be taken depending on how fast the supply is improved.
Q. Couple of things I’d like to ask, you talked about there being supply constraints and you mentioned it wasn’t just your own silicon. I’d be curious if you could elaborate a little bit on the extent of those supply constraints and importantly when do you think supply will catch up with demand?
A. We do have supply constraints and our supply constraints do expand past what we’re seeing in terms of wafers and silicon, but yeah some constraints are in substrates and can commence. We continue to work during the quarter on our supply and we believe though that demand will probably exceed supply for Q4 for overall gaming.
We do expect to probably take a couple of months for it to catch up to demand but at this time, it’s really difficult for us to quantify. So we stay focused on trying to get our cards to the market for this very important holiday season and each day, things continue to improve but before the end of the quarter, we’ll be able to provide some more information.
Collette Kress, NVIDIA CFO
This is in line with our earlier report that supply for the Ampere parts would take till Feb to March 2021 to get back to normal. There are multiple reasons behind the shortages, including excessive demand, lack of GDDR6X memory, and poor yields from Samsung, as well as the impact of the pandemic on the global supply chain.
