NVIDIA CFO Colette Kress offered some more insight about the shortage of GeForce RTX 30 series GPUs while speaking to analysts at the Credit Suisse 24th Annual Technology Conference. The shortage of GPUs, which also affects AMD, seems more complicated than what we heard so far in the press.
On one hand, supply is constrained due to capacity constraints at Samsung, which is NVIDIA's foundry partner for the Ampere GPUs. Unfortunately, it appears volumes are also limited due to supply issues with certain substrates and components. As such, an increase in capacity at Samsung or TSMC will not magically solve the GPU shortages.
NVIDIA expects it will take several more months to balance supply and demand.
"We do expect it probably to take a couple months for it to catch up to demand, but at this time, it is really difficult for us to quantify," said Kress. "So, we stay focused on trying to get our parts to the market for this very important holiday season. Each day things continue to improve. But before the end of the quarter, we will be able to provide some more information."