ASUS blames Nvidia on declined Q1 GPU sales - cites "lower yields upstream"

[Grim5]

and then nvidia just sells its cards direct to miners so nothing left for partners

absolute rubbish, we've had so many "leaked" images of RTX3000 mining farms and you wanna know what was the one thing that was consistent in every single image?

Not a single Founders Edition card in sight, thousands and thousands of cards, hundreds of images and not a single Founders Edition card. So don't tell me Nvidia is selling directly to miners when these farms are fully stocked up on AIB cards - yes someone is selling direct to miners, but it ain't Nvidia, it's the AIB and its distributors

 

[Flake87]

If what Asus is saying is true then Linuses latest video gets it completely wrong about demand causing the 'apparant shortage', and there is in reality a shortage of silicon.

I believe the problem lies with Apple moving away from Intel over to Arm and TMSC. That means Intel loses capacity in the Manilla wafer fab, but AFAIK Intel don't produce for third parties, and even if they did few would trust them with their designs.

I think sometimes people vastly underestimate Apples demand for silicon, because it really is truly vast, and this move away from Intel has sucked up all spare capacity and then some. The fact Intel are losing out to AMD in CPU performance hasn't helped either. The basic issue is that whilst demand might have increased, it wouldn't normally have been a problem. There is spare manufacturing capacity, but Intel isn't prepared to sell it to third parties.

 

[Joxeon]

If what Asus is saying is true then Linuses latest video gets it completely wrong about demand causing the 'apparant shortage', and there is in reality a shortage of silicon.

I believe the problem lies with Apple moving away from Intel over to Arm and TMSC. That means Intel loses capacity in the Manilla wafer fab, but AFAIK Intel don't produce for third parties, and even if they did few would trust them with their designs.

I think sometimes people vastly underestimate Apples demand for silicon, because it really is truly vast, and this move away from Intel has sucked up all spare capacity and then some. The fact Intel are losing out to AMD in CPU performance hasn't helped either. The basic issue is that whilst demand might have increased, it wouldn't normally have been a problem. There is spare manufacturing capacity, but Intel isn't prepared to sell it to third parties.

If there's a silicon shortage then it's certainly not showing in nvidias revenue for the last 2 quarters.

 

[imginy]

Everything I keep reading and seeing on youtube says the shortage is because Nvidia and card partners are selling most of there stock directly to miners.

 

[Woodsta888]

absolute rubbish, we've had so many "leaked" images of RTX3000 mining farms and you wanna know what was the one thing that was consistent in every single image?

Not a single Founders Edition card in sight, thousands and thousands of cards, hundreds of images and not a single Founders Edition card. So don't tell me Nvidia is selling directly to miners when these farms are fully stocked up on AIB cards - yes someone is selling direct to miners, but it ain't Nvidia, it's the AIB and its distributors

This^^ all day long.

If crypto wasn't in a boom then maybe. But for ASUS to come out with that?

Must be a member of the British political (self entitled) elite.

 

[Grim5]

If what Asus is saying is true then Linuses latest video gets it completely wrong about demand causing the 'apparant shortage', and there is in reality a shortage of silicon.

I believe the problem lies with Apple moving away from Intel over to Arm and TMSC. That means Intel loses capacity in the Manilla wafer fab, but AFAIK Intel don't produce for third parties, and even if they did few would trust them with their designs.

I think sometimes people vastly underestimate Apples demand for silicon, because it really is truly vast, and this move away from Intel has sucked up all spare capacity and then some. The fact Intel are losing out to AMD in CPU performance hasn't helped either. The basic issue is that whilst demand might have increased, it wouldn't normally have been a problem. There is spare manufacturing capacity, but Intel isn't prepared to sell it to third parties.

Intel's position will change, they are going to separate their Fab and CPU design business, this will allow their Fab to take on manufacturing contracts from other companies and allow their CPU design business to take advantage of 3rd party manufacturing - so if one year TSMC has the best silicon Intel can make CPU from TSMC, if the next year Intel had the best silicon they could use an Intel Fab and during this time, Intel fabs can make stuff for other companies.

This will give them much more flexibility in this market and allow them to allocate resources where its required. It's always a good backup - so if one year Intel Fab's had an issue they'd still be getting money by producing CPU's elsewhere and if one year their CPU's didnt sell well, they'd still bring in money by Fabricating for others etc. Intel is of course still targeting market leadership for both it's Fabrication and CPU design from 2023 onwards, but this separation is to prevent the last 5 years from happening again.

 

[Joxeon]

Everything I keep reading and seeing on youtube says the shortage is because Nvidia and card partners are selling most of there stock directly to miners.

Once the crypto bubble bursts we will see the true extent of this.

 

[Cooler running]

If what Asus is saying is true then Linuses latest video gets it completely wrong about demand causing the 'apparant shortage', and there is in reality a shortage of silicon.

Everyone's so tight lipped about it, almost anything could be true at this point.
Although I agree that Nvidia are probably trying to save face given that most of the hate is coming their way atm.

I personally think it would be insane if demand was the cause over and above of supply, but it's impossible to say given how many actors there are in this play of the damned.

 

[fs123]

If there's a silicon shortage then it's certainly not showing in nvidias revenue for the last 2 quarters.

This. People seem to be ignoring the fact that Nvidia made record profits since the launch of Ampere. If there was a shortage then I suspect they wouldn't even have matched last years profits let alone more than that. They have probably been selling a lot of chips, not cards. The big miners can get their own cards made from AIB's who are willing to do it. The shortage of gaming cards is most likely created by themselves.

 

[Woodsta888]

Everyone's so tight lipped about it, almost anything could be true at this point.
Although I agree that Nvidia are probably trying to save face given that most of the hate is coming their way atm.

I personally think it would be insane if demand was the cause over and above of supply, but it's impossible to say given how many actors there are in this play of the damned.

I hadn't thought about it like that. Well put.