Nvidia stock tumbles

4K8KW10 · 28 Jan 2019 at 23:39

Gerard said:
Depends on what gpu it affects, doesn't go into much detail, on that front.

Not so serious, it seems:

TSMC's Fab 14 B has been affected with a chemical contamination that has put a considerable number of wafers in suspend mode. Fab 14 B essentially produces 12 and 16 nm, 300 mm wafers for 14 companies, including NVIDIA, MEDIATEK, Huawei and Hisilicon. Reportedly, between 10,000 and 30,000 wafers have been affected (though not scrapped, so there might be salvageable bits and pieces here and there). Of course, every wafer will have to go through a thorough certification process, and the fab will have to go down for the company to purge any remains of these botched chemical compounds.

To put things into perspective, though, Fab 14 B is one of TSMC's Gigafabs, which have a rated monthly output of 100k wafers - so production worth between three and ten days could be affected already, with the additional downtime accruing lost potential fabrication. This event isn't expected to significantly affect availability of any of the products for any of the companies, but these are becoming, at the very least, late inventory - this could well play into some speculative increases in pricing from some players in the market.

https://www.techpowerup.com/251954/...idia-mediatek-huawei-hisilicon-lines-affected

Rroff · 29 Jan 2019 at 01:13

Finners said:
Whilst I'm glad Nvidia are paying for their pricing strategy they don't seem to be alone in dropping value today.

AMD has dropped a lot to, is it an industry wide thing or has AMD had bad news today as well?

Tech in general is seeing massive drop in value though I don't think any of them can compete with the -22% hit nVidia just took.

FloatingPoint · 29 Jan 2019 at 01:21

Obviously (directed at the thread title), have you looked at the prices for a GPU?
They need a damn site more than 22% off price to ensure a lot of external jobs that rely on a market and the market itself is viable. (I'm talking about games and graphics intensive work not crypto)

Scougar · 29 Jan 2019 at 01:25

So the crypto market crashed and they lost earnings... Big surprise.

Also having massively expensive new cards obviously didn't help.

Rroff · 29 Jan 2019 at 01:36

ICDP said:
Lol, I'm sorry but if Nvidia had waited for RTX and DLSS featured games to be ready like you suggest, RTX 20x0 GPUs would still be a long way from release. 4 months later and only one game is released with ray tracing and the majority of tech sites are calling it pretty much worthless. It's kind of a running joke on most tech sites.

Not to mention they suddenly decided to allow consumers to allow Freesync on their GPUs. Years of charging G-Sync tax and locking out people with Freesync monitors and suddenly they have a change of heart and are looking out for the consumers? Sorry Nvidia, anyone with a titter of wit can see it is a move from a company who realised it lost the A-Sync war and needed to broaden it's consumer base due to poor sales of RTX GPUs.

Nvidia arrogantly believed their own marketing hype and thought they could convince consumer to purchase RTX 20x0 in bucket loads at extortionate prices all based on a promise of "possible future potential". I think we have just witnessed peak Nvidia, enough consumers finally voted with their wallets and gave the finger to Nvidia.

Having said all that, ironically I just bought myself a used RTX 2080 for a very decent price.

There have been some 3rd party efforts that have got working path tracing, etc. features modded into older games (such as the Quake 2 one doing the rounds) - if nVidia had put more effort into it there wouldn't have been much if any delay as there was a fair bit of overlap where implementations could have been worked on and tested using software and/or Volta hardware to get the features up and running for when actual Turing hardware existed to enable full speed.

Sadly I don't think it was consumers voting that did it - nVidia got it wrong for instance if there were newer games out that pushed Pascal to its limits I suspect a lot of consumers would have bent over - Turing launched at a time when few people saw a need to upgrade and many had just bought into Pascal.

Likewise nVidia supporting adaptive sync had nothing to do with "losing" the A-Sync war, much more likely it was a stunt to try and get a quick shot in the arm for their share price.

Scougar said:
Also having massively expensive new cards obviously didn't help.

Having massively expensive new GPUs at a time no one really needed new GPUs to play any game out (except maybe if you wanted high FPS at ultra setting 4K) didn't help.

hedgey · 29 Jan 2019 at 02:25

ahhhhahahhahah. Good. now they need to fire the CEO.

Rroff · 29 Jan 2019 at 02:52

hedgey said:
now they need to fire the CEO

Ain't going to happen. I don't know the distribution of voting power in the company but as co-founder and president of the company as well as chief executive he has probably retained some level controlling vote, possibly enough to outweigh any opposition, in the company unlike appointed CEOs who generally don't have controlling shares in a company. At the very least it would take something exceptional like professional misconduct to unseat him.

Emlyn_Dewar · 29 Jan 2019 at 03:02

It's time for Jen to go. Do the right thing, and stop darkening the door.

Rofflay · 29 Jan 2019 at 05:08

The problem is Jensen. His ego is so huge they think they can blame China for falling sales. It is hilarious it is NOT China is it Nvidia greed and bad decisions by Jensen himself.

For example i am a generational upgrader that upgrades to double my fps yet RTX 2080 is 30% over my 1080 and £150 more on launch. I would never pay £750 i would skip my upgrade which i have and this has cost then. Jensen totally misjudged our commitment to not having £750 as normal. Not to mention the RTX failure rates worry me as all my Nvidia cards died before a four year period.

And then there is the ADHD autism of Jensen where they go crazy for 4K! Oh you need 4k wow look at 4k but wait! Forget 4k/60 we have Raytracing now instead which will be like 1080/60. I like many others bought into 4K and have a specific requirement to power this because it was the next thing. But they have taken this goal away and moved the goalposts to Raytracing. Im telling you Nvidia are dumb and do not even know what we want. Because it is not Quake 2 pathtraced.

Vega · 29 Jan 2019 at 05:29

Ya RTX has been pretty much a huge let-down. I'd much rather play a game on 4K Ultra than 1080p Ultra just so I can see slightly better reflections in a puddle of water.

Perfect_Chaos · 29 Jan 2019 at 05:29

Rofflay said:
And then there is the ADHD autism of Jensen where they go crazy for 4K! Oh you need 4k wow look at 4k but wait! Forget 4k/60 we have Raytracing now instead which will be like 1080/60. I like many others bought into 4K and have a specific requirement to power this because it was the next thing. But they have taken this goal away and moved the goalposts to Raytracing. Im telling you Nvidia are dumb and do not even know what we want. Because it is not Quake 2 pathtraced.

There are people who think 1080p looks so bad it's unwatchable, the crap some come out with.. these are probably the same type who watch streaming services which would give a bit less quality than watching on physical media.

Kaapstad · 29 Jan 2019 at 06:53

Perfect_Chaos said:
There are people who think 1080p looks so bad it's unwatchable, the crap some come out with.. these are probably the same type who watch streaming services which would give a bit less quality than watching on physical media.

Something I learned many years ago is the quality of the recording is more important than the resolution used to show it.

D.P. · 29 Jan 2019 at 07:04

Kaapstad said:
NVidia need to go back to selling what people want rather than what they think we should have.

Massive GPUs running features that offer limited benefits is not the way to go for the mass market.

NVidia please google Henry Ford.

With 7nm not ready for prime you would think it would not be the time to add features but simply concentrate on performance and cost.

The thing is Nvidia are planning on the future. New fab processes will come much further apart, offer less performance and costs will increase a lot. Traditional razerization is suffering diminishing returns.

RTX enables a new future with huge potential for increase GPU sales, and new GPU war with AMD. Each generation can offer significant boosts in RTX performance. If sticking to traditional rendering then improvements will be marginal and people will upgrade less often.

Timing might sran premature but Nvidia want to get out the gate first and get developers on their side, along with mindshare. We know Intel and AMD will release an RTX capable GPU.

4K8KW10 · 29 Jan 2019 at 07:13

Kaapstad said:
Something I learned many years ago is the quality of the recording is more important than the resolution used to show it.

1080p on 17-incher or anything higher does look bad because the pixels are large and picture is extremely grainy. Try a Ultra HD at 24-inch to see the difference.

Squid Vicious · 29 Jan 2019 at 08:53

Scougar said:
So the crypto market crashed and they lost earnings... Big surprise.

Also having massively expensive new cards obviously didn't help.

Their earnings were below expectation in Q2 and Q3 last year and that was down to the fall in demand due to crypto.
Q4 revenue estimates would likely already have taken crypto into account, so these results are primarily down to weak gaming and data centre demand.
I think the massively expensive new cards really didn't work out as planned for them

Let's hope it results in price cuts now or cheaper gpus in future

Kaapstad · 29 Jan 2019 at 09:04

Squid Vicious said:
Their earnings were below expectation in Q2 and Q3 last year and that was down to the fall in demand due to crypto.
Q4 revenue estimates would likely already have taken crypto into account, so these results are primarily down to weak gaming and data centre demand.
I think the massively expensive new cards really didn't work out as planned for them

Let's hope it results in price cuts now or cheaper gpus in future

Not likely to see price cuts as the Turing chips are expensive to make.

Hopefully on the 7nm node future NVidia cards will be cheaper.

snips86x · 29 Jan 2019 at 09:07

opethdisciple said:
No ones posted this yet?

I don't think prices will fall as much as we think if a shortage is round the corner.

#wafergate

Yaayuh! · 29 Jan 2019 at 09:08

Squid Vicious said:
Their earnings were below expectation in Q2 and Q3 last year and that was down to the fall in demand due to crypto.
Q4 revenue estimates would likely already have taken crypto into account, so these results are primarily down to weak gaming and data centre demand.
I think the massively expensive new cards really didn't work out as planned for them

Let's hope it results in price cuts now or cheaper gpus in future

Q4 would have been adjusted down because of the crash in November.

Jono8 · 29 Jan 2019 at 09:22

What a surprise. This is what happens when you price yourself out of the market (a market that you basically dominate as well).

Get ****** Nvidia.

Nasher · 29 Jan 2019 at 09:45

Kaapstad said:
Not likely to see price cuts as the Turing chips are expensive to make.

Hopefully on the 7nm node future NVidia cards will be cheaper.

I bet they aren't expensive to make. They are only using GDDR5 and 6 memory and don't seem to even be made to a high standard either, since they keep failing! Where as AMD will be using double the amount of HBM2 on their next cards and priced similar or cheaper.

Nvidia took the **** with pricing and now it's come back to bite.