Now the shortage of video cards NVIDIA GeForce RTX 30 blamed the lack of substrates for the GPU
NVIDIA representatives at a recent investor event admitted that the GeForce RTX 30 series gaming GPUs have an extended production cycle, and the company hopes to overcome the shortage only in a few months. But not only TSMC or Samsung is to blame for the lack of GPUs, according to Taiwanese sources.
Until now, it was believed that one of the main factors causing the shortage of the Ampere family of graphics processors, apart from high demand, is the limited yield of good graphics processors on the pipeline of Samsung, which uses its own 8nm process technology to produce them. NVIDIA itself partly admitted this.
The Taiwanese edition of DigiTimes expands on the topic, mentioning problems with the supply of film substrates, which are used to make printed circuit boards for GPUs. Demand in this segment also exceeds supply, and therefore GPU manufacturers cannot increase their production volumes solely by increasing the production of silicon crystals. NVIDIA company in this matter depends on Taiwanese (Unimicron Technology, Nan Ya PCB, and Kinsus Interconnect Technology) and Japanese suppliers of film substrates, they cannot fully satisfy its demand now. The deficit, along the way, also causes an increase in prices for the corresponding components, which cannot but affect the cost of final products.
It cannot be ruled out that the situation will improve next year when the producers of the film substrate increase their production volumes. Anyway, Unimicron Technology and Nan Ya PCB intend to raise production volumes by 10%, and Kinsus Interconnect Technology is going to offer more growth in substrate production volumes.
