Nvidia has been wrong in the past about when graphics card supplies will resume, although it’s also one of the few companies on the planet that really knows what’s going on. So it’s definitely worth noting when Nvidia CFO Colette Kress says GPU supply in the second half of 2022 will be better than it is now. Finally, some good news for gamers.
Last year, Colette Kress told us that supply will remain lean through the first quarter of 2021, and sadly, the reality is that it will remain lean throughout 2021. As we head into 2022, although not much has changed during the conference call, Kress did outline some potentially positive news for GPU availability later in the year.
“We’re seeing very low channel levels,” Kress said during a conference call in response to a question about gamer supply (via find alpha, Tom’s Hardware). “We are working with our supply chain partners to increase the availability of supply. We feel better about our supply situation as we enter the second half of calendar year 22.”
Right now, not many big chipmakers actually think chip shortages will end by the end of 2022, although some say they think things will at least improve by then. A recent report from DigiTimes expects GPU shipments to grow by 10% by 2022. It’s not a huge improvement, but it’s an improvement.
Intel CEO Pat Gelsinger more or less predicts supply Keep austerity until 2023, when myself and others like it (TSMC, Samsung) can actually get more manufacturing capacity online to meet demand.
Chip manufacturing has been slow. Fabs are not built in a day, and even if they were built in a day, they would cost a lot of money and would likely add too much risk to some companies that wished to build them. No chipmaker wants to build capacity and then find that huge demand disappears before they can sell the increased number of chips they produce.
That doesn’t bode well for gamers, and I’m sure it’s not what anyone wants to hear, but the tragic reality of this has made PC gaming worse over the past two years. However, there is light at the end of the tunnel as demand will be met by supply one day – it’s more of a matter of time and how much more we’ll have to pay for graphics cards in the meantime.