Shortages of NVIDIA GPUs May Ease in the Second Half of 2022
For almost two years, the best most gaming graphics cards have been hard to come by. The combination of high demand and production shortages spelled disaster for those who wanted to get their hands on one; however, according to Nvidia, GPU shortages will ease up in the second half of 2022. With the timeline given, it appears have if Nvidia is saying that issues with supply will improve when its next-gen GeForce RTX 40-series – the Ada Lovelace collection of graphics processors – is launched.
At the 24th Annual Needham Growth Conference, the Chief Financial Officer of Nvidia, Colette Kress, was quoted as saying the following:
“Throughout all of calendar year 2021, there has been a lot of demand for GeForce, and demand continues to be stronger than the supply that we have. As we shift into the second half of 2022, we’ll feel more confident about our supply situation.”
It should be noted that Nvidia did not clarify what it projects will happen during the second half of the 2022 calendar year that will boost supply; however, speculations can be made. Knowing that Nvidia has a tendency to release a new family of GPU every two years, during the second half of 2022, the time will be right for the company to launch its GeForce RTX 40-series “Ada Lovelace” roster.
Similar to other companies, Nvidia doesn’t disclose when it intends on releasing its next-gen products, so don’t take what we’re saying as gospel; however, it does seem to be pretty consistent with the company’s cadence of introduction consumer GPUs every two years. It’s been predicted that the Ada Lovelace will be based on Nvidia’s TSMCs N5 node, which at the time of writing, was in its third year of high-volume production. Due to the powerful and increasing demand for Nvidia products, it’s likely that the company has modified its order at TSMC; hence why the manufacturer is confident that supply issues will ease in the second half of 2022. Moreover, in 2021, the company invested billions on N5-capable capacities, so it should hopefully be able to meet the manufacturer’s demand in the second half of 2022.
For gamers who are longing to play right now, the launch of GeForce RTX 40-series ‘Ada Lovelace’ in the second part of 2022 might not be as good as it seems. Why? Because it suggests that Nvidia won’t really be inclined to place orders for markedly more Ampere GPUs from Samsung to manage its stock.
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