NVIDIA's GeForce RTX 40 GPU supply has been significantly narrowed down by the firm as partners start to express concern about potential shortages.
The "GPU shortage" situation has spawned multiple narratives in the markets, which we'll discuss ahead, but for now, let's examine how the shortage fiasco is unfolding. Supply chain sources are reporting that NVIDIA's Ada Lovelace SKUs within the GeForce RTX 40 GPU family can face a market shortage as soon as next month, given that Team Green has "strictly" confined the production lines, with supply dropping down by up to 50%. In terms of specific SKUs, the GeForce RTX 4070, & GeForce RTX 4060 series are rumored to be affected the most.
Now, there are different viewpoints from various sources about the reason behind the actual shortage, but Taiwanese media outlets report that NVIDIA has started to focus on its AI supply chain with anticipation of the Blackwell lineup.
Suppliers such as TSMC have shifted their production facilities towards catering to the AI hype, which is why the NVIDIA Ada Lovelace "GeForce RTX 40" GPUs have seen a drop in supply levels, causing a potential shortage. It is said that a "crowding effect" is created within the supply chain, and the only way to avoid it is by compromising consumer-level products.
However, there's another interesting claim made by sources in Asia, notably BoardChannels via (Harukaze5719), which claims that NVIDIA has seen a drop in GDDR6X supply from respective memory manufacturers, which is why consumer GPUs have taken a hit. It is said that the GDDR6X batch received by NVIDIA previously had "quality control problems, "which created a bottleneck in the supply chain, ultimately compromising the
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