Nvidia CFO says strong GPU demand in 2021

Due to the shortage of supply in the semiconductor supply chain, the supply of graphics cards has been in a state of tight supply for more than a year, and the price has also risen seriously, making PC players miserable. Although throughout 2021, many companies in the industry have expressed their views on when the semiconductor supply shortage will end, no one can really tell when exactly.

According to SeekingAlpha, Nvidia CFO Colette Kress recently stated at the 24th “Annual Needham Growth Conference” that, in 2021, the market demand for GeForce graphics cards is strong, and it has been in a state of short supply. Colette Kress believed that the situation will improve in the second half of 2022.

GeForce RTX 40 TSMC N5
Colette Kress didn’t give a specific reason why supply would improve in the second half of 2022. According to current news, NVIDIA is likely to release GeForce RTX 40 series graphics cards in the second half of 2022, and Ada Lovelace architecture GPUs will replace the Ampere architecture product line. According to NVIDIA’s rhythm of upgrading its architecture every two years over the past few years, this is a high probability. Perhaps Nvidia thinks that supply will also ease when a new generation of GPUs is released.

It was previously reported that Nvidia’s next-generation Hopper-based H100 GPU and Ada Lovelace-based GeForce RTX 40 series GPUs are both manufactured using TSMC’s 5nm process. Although Samsung and Nvidia have a good partnership on the GeForce RTX 30 series and offer very good prices, Nvidia has decided to switch foundries on the new generation of consumer GPUs.