In the view of both companies, availability problems will continue well into spring or even summer.
Both AMD and NVIDIA released a new generation of graphics cards last fall. However, the availability of graphics cards has been at an unprecedentedly low level amid increased demand from the corona pandemic. Now both companies have shared their views on how the situation will develop in the near future.
According to Lisa Sun, CEO of AMD, current demand simply exceeds global production capacity not only for the semiconductor plants themselves, but also for the necessary components such as ABF platforms. However, according to Sun, capacity has been and will continue to be increased, which will also improve its production volume in terms of processors and graphics chips. However, he believes availability will continue to be weak throughout the first half of the year.
AMD was originally intended to stop production of the reference models relatively quickly, but due to the current situation, the company will continue to manufacture them, at least for the time being. The company sells its reference models through its own online store in accordance with recommended prices. In addition, the company has signaled to its partners that it also hopes that their prices will fall [kunkin custom-mallin vaatimalle] to the recommended price level.
NVIDIA revealed its views on the situation at the CES Tech Investor Forum hosted by JP Morgan. The company’s CFO, Colette Kress, was on pretty much the same lines as Sun, saying global demand simply exceeds production capacity. The level of demand is currently so high that Kress does not believe that typical seasonal fluctuations will affect NVIDIA’s results this year as usual.
Kress did not specify when asked which part or parts of the production chain are bottlenecks. However, NVIDIA believes that its graphics card availability will remain weak at least until the end of the company’s first fiscal quarter. NVIDIA’s first financial quarter will end in late April.
The conference also revealed an interesting detail in itself about the current distribution of NVIDIA graphics: About 10 percent of the company’s graphics users currently have a beam-tracking GeForce RTX series graphics card in use.
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