NVIDIA’s GeForce RTX 30 sequence graphics playing cards launched roughly a 12 months in the past, with most of their cycle tormented by semiconductor shortages. Even at this time, it’s inconceivable to seek out an Ampere half at or across the MSRP because the chip shortages prolong into 2022. In line with the newest rumors out of China, the provision of chips from Samsung’s 8nm foundries continues to be unstable.
Whereas AMD determined to leverage TSMC’s 7nm (N7) node for each its 1st Gen and 2nd Gen RDNA graphics playing cards, NVIDIA went with the extra mature however cheaper 8nm LPP course of (from Samsung). We had heard earlier throughout Ampere’s product cycle that poor yields had been contributing to GPU shortages, however that was a number of months again. If 8nm yields are nonetheless sub-par, then issues are relatively grim for Samsung’s foundries.
Some time again, information broke out that NVIDIA was limiting the manufacturing of its Ampere graphics playing cards, most notably the higher-end SKUs to forestall a sudden drop in costs as provide stabilized. It’s unclear whether or not the 2 conditions are associated, however there’s a very good likelihood that they’re interrelated, relatively than being two remoted occasions.
NVIDIA’s next-gen Ada Lovelace lineup is predicted to launch within the third quarter of 2022 alongside AMD’s Radeon RX 7000 sequence. Each the architectures will likely be fabbed on TSMC’s 5nm EUV (N5) course of node, with core counts exceeding 15,000, and TDPs of greater than 500W on the top-end. By that point, Ethereum 2.0 also needs to have been carried out, considerably lowering the income from GPU mining.