AMD: Stock shortages will continue in the first half of 2021

Both Nvidia’s Ampere graphics cards and AMD’s RDNA 2 GPUs have suffered from stock shortages since their launch. Both companies have indicated that the delivery problems could persist well into 2021. As part of the CES fair, AMD and Nvidia have explained the situation again.

For example, market analyst Harlan Sur talked to Nvidia CFO Colette Kress. According to her, the shortages are mainly caused by the persistent high demand. The chip designer expects that the supply will be insufficient during the first quarter. Nvidia’s first fiscal quarter won’t end until the end of April. In the short term it will therefore remain difficult to purchase a new Ampere GPU.

On the AMD front, Ian Cutress of AnandTech has had the chance to interview CEO Lisa Su. She also emphasizes that the stock problems are mainly caused by high demand. However, she takes it a step further; the scarcity of components would certainly continue until the end of June. Production would not be able to meet demand again until the second half of 2021.

The video cards of both the green and the red camp are suffering from stock shortages.
(Photo: The Verge)

Both companies do indicate that they do everything they can to get as many cards as possible in the hands of consumers. For example, Nvidia is looking at the question in the field of mining. If it rises sharply, the green side can respond by re-producing the CMP cards. These are special mining cards that do not contain video ports.

AMD will then offer reference designs on its website for a longer period of time, which was announced last month. The advantage of this is that the GPU can be sold directly to the consumer. This allows the card to be sold for an amount closer to the suggested retail price. The company recommends that its partners do the same.

Sources:
Nvidia (Seeking Alpha), AMD (AnandTech)