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Kepler shortage

It happened when the 580 was released as well.

You'll see them coming in dribs and drabs in various brands for the first few weeks.
 
Yep, another thing to note is fluctuating prices while people panic buy.

The 680 I bought on Tuesday is now being sold for £20 more from the same place.
 
Nvidias ceo complained about low yields. Just dont think there are that many chips that make the grade, and that will keep prices high unfortunately.
 
psychodil said:
Nvidias ceo complained about low yields. Just dont think there are that many chips that make the grade, and that will keep prices high unfortunately.
Click to expand...

He also slagged off the companies that are having problems supplying. Not a good idea to bite the hand that feeds.

I find it odd that AMD have had no such trouble, and if they have then it certainly doesn't show. I mean they are now knocking out four 28nm cards.

Ed. No wait, they are knocking out six 28nm cards.
 
MichaelM said:
Maybe AMD and Apple are squeezing Nvidia's supply and that is why they are upset about it.
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Maybe, but all's fair in love and war.

Publicly slagging off the companies who supply you though is a recipe for disaster. It was that that annoyed Intel enough to refuse any socket licenses to Nvidia and inevitably what killed their motherboard sector.
 
I read some news that nvidia taped out at samsung (maybe tegra line). nvidia has given TSMC allot of stick since last year, maybe TSMC told nvidia to get lost, enough is enough (or vice versa).
 
MAK360 said:
I read some news that nvidia taped out at samsung (maybe tegra line). nvidia has given TSMC allot of stick since last year, maybe TSMC told nvidia to get lost, enough is enough (or vice versa).
Click to expand...

Being a corporation I'm quite shocked in all honesty that Nvidia haven't pushed to have their own TSMC sort of outfit and make their own wafers.

Outsourcing always cost money. Better to save up the funds and provide your own supply, that way you don't have to rely on any one else.
 
Hi there

Next week we have huge volume on Gainward and KFA2 arriving, more than enough to go round. :D
 
Gibbo I understand that you probably cant give us exact figures, but is it possible to have some indication of sales of the GTX 680 vrs the 7970 in the first week?
 
ALXAndy said:
Being a corporation I'm quite shocked in all honesty that Nvidia haven't pushed to have their own TSMC sort of outfit and make their own wafers.

Outsourcing always cost money. Better to save up the funds and provide your own supply, that way you don't have to rely on any one else.
Click to expand...

Because frankly R&D for process's and the cost of foundries is magnitudes higher than Nvidia's current spending, and providing your own supply ISN'T cheaper. If you're a truly epically massive company, talking, 10+billion in revenue a year then having your own fabs becomes not only worthwhile but would increase profits, when you're talking about way way smaller than that, you're looking at R&D/fab costs being higher than all the profits you could make in several years. R&D costs are also going up dramatically, foundry's allow you to have a new process but have several THOUSAND companies share the overall cost, rather than absorb it all yourself.

The reason AMD quite rightly, in its state, spun off fabrication is simple, without Intel level revenue your own fabs isn't healthy, and Intel themselves have started taking on customers... Intel, who make huge money, who have great processes and lead the world in that area are being forced to take on customers.

TSMC aren't doing great but that link isn't really "anti TSMC" as much as its anti new processes. The increased cost per wafer, and increased complexity is common to every foundry and fab out there. 450mm wafers should at some point hopefully drop costs again but they will really only be aiming to get closer to older costs per chip, not better them and 450mm will cost a serious crapload in terms of new fabs, new equipment in itself. More than anything wafer costs come down to fab time, as process's get smaller we're getting increasing complexity which means more stages and longer production times with more expensive equipment being used and more spent on R&D to get new equipment working.


Anyway, current Kepler shortage does point towards Charlie being right in terms of TSMC production all but shutting down for a few weeks as so many places are listing 3-6 weeks wait for most models for stock. With the odd handful here and there being shipped out and supposedly tiny early supply.
 
MichaelM said:
Maybe AMD and Apple are squeezing Nvidia's supply and that is why they are upset about it.
Click to expand...
Yeah, all that wasted 28nm silicon sitting on the shelves and not moving anywhere fast:). Saying that, the iPads seem to be selling okay.

edit: OcUK's cheapest 7970 had 2 in-stock on Kepler's launch day, and guess how many are left now? - 2. Most other 7970's are 10+, and most types seem to have been in-stock since launch.
 
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