Damage Control Shattered – NVIDIA Backpedals From “Demand” Driven RTX 3000 Series Shortages – CFO Confirms Silicon Wafer Supply Issues
4 December 2020
10nm 3080 3090 8NM AMPERE Colette Kress GeForce JENSEN HAUNG LIES Nvidia rtx SAMSUNG shamdung TSMC YIELDS

Looks like there’s some trouble in paradise.

Remember when NVIDIA tried to downplay the severity of Ampere’s clusterfuck release? What with defective cards crashing at stock frequencies stemmed from NVIDIA hammering the garbage Samsung 10nm node well beyond its efficiency sweet spot. In actual fact they’ve thrown their AIB partners under the bus regarding that ordeal pinning the blame on individual partner designed boards with POSCAPS and MLCCs. Yeah, that bullshit got memory holed really fucking quick.

Playing down the increased power consumption of the RTX 3090 and 3080 with Jensen Huang making the claim that their GPUs are twice as efficient as AMD’s regardless of the processing node. That totally didn’t backfire at all.

Then there’s the issue that’s still ongoing to this very day, months after release. NVIDIA seemingly cannot produce enough RTX Ampere graphics cards to put onto market worldwide. This was quickly and easily put down by the media with NVIDIA CEO Jensen Huang making the claim that these supply issues were not supply issues at all, in fact there’s just too much demand. Oh yes, everyone wants a slice of that gooey NVIDIA cream pie.

Jensen Huang damage control effortlessly pinned the blame on anything aside from NVIDIA directly.

“I believe that demand will outstrip all of our supply throughout the year. Remember, we’re also going into the double-whammy, the double-whammy is the holiday season. Even before the holiday season we were doing incredibly well, and then you add on top of it, the Ampere factor, and then you add on the Ampere holiday factor, and we’re going to have a really really big Q4 season.”

“Even if we knew about all the demand, I don’t think it’s possible to have ramped that fast. We’re ramping really really hard. Yields are great, the product’s shipping fantastically, it’s just getting sold out instantly,”

“I appreciate it very much, I just don’t think there’s a real problem to solve. It’s a phenomenon to observe. It’s just a phenomenon.”

—  Jensen Huang

NVIDIA’s claim that both the RTX 3080 and 3090 have serious demand issues, not supply issues is quickly debunked due to the fact that GA104 graphics cores has a 36.64% failure rate with a calculated 58% failure rate for GA102 from that. Leaked images surfaced of GA102 and GA104 cores going through validation showcase a targeted 50% yield rate for GA104 and 30% for GA102 cores.

It’s pretty fucking obvious that with these garbage yields that this isn’t a matter of demand but a matter of supply.

Now it would seem that NVIDIA’s damage control for demand issues has been utterly destroyed with NVIDIA’s Chief Financial Officer (CFO), Colette Kress explaining during the Credit Suisse 24th Annual Technology Conference the kinds of supply issues that NVIDIA are facing with the RTX 3000 series.

“We do have supply constraints and our supply constraints do expand past what we are seeing in terms of wafers and silicon, but yes some constraints are in substrates and components. We continue to work during the quarter on our supply and we believe though that demand will probably exceed supply in Q4 for overall gaming.”

“We do expect it probably to take a couple months for it to catch up to demand, but at this time, it is really difficult for us to quantify. So, we stay focused on trying to get our parts to the market for this very important holiday season. Each day things continue to improve. But before the end of the quarter, we will be able to provide some more information.”

— Colette Kress, NVIDIA CFO

From this statement it’s obvious that NVIDIA simply are incapable of producing large enough quantities of RTX Ampere graphics cards, I’m sure rushing launches of further cut-down SKU’s from defective cores will make the problem go away.

The excuse has seemingly gone from demand to wafers, silicon to components and substrates. Essentially being that NVIDIA have complete capacity control over Samsung’s “8nm” processing node as literally nobody else wants to order their garbage. So NVIDIA’s own CFO has debunked the damage control from that of CEO Jensen Huang along while confirming that supply and price issues will continue going into 2021.

NVIDIA cannot get appropriate yields from Shamdung’s 10nm process and as such cannot produce sufficient stock. Hubris is the downfall of the Yiddler. These supply issues are mere repercussions of NVIDIA’s snarky attempt to Grabbler out TSMC for their 7nm processing node to save a couple shekels. Now they’re start with a backwards process and piss poor yields.

NVIDIA may not be able to produce enough RTX Ampere but there seems to be endless supply of lies and deceit coming from the green team.

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