NVIDIA Corp. Reportedly Facing Shortage of High-End Graphics Chips

This is the best tl;dr I could make, original reduced by 82%. (I'm a bot)


I suspect that NVIDIA's manufacturing yields on the GM204 chip - a 5.2 billion transistor, 398 square millimeter chip built in TSMC 's 28-nanometer process - are probably fairly good at this point given that this process has been in production for about four years, even though the chip is quite large.

Also note that the majority of the GM200-based cards that get sold into the consumer market are partially disabled chips, which means that effective yields for those chips should be higher than if NVIDIA were trying to service that market with mostly full-fat GM200 chips.

It's important to note that graphics card average selling prices have been on the upswing for quite some time as the low-end of the market has largely been cannibalized by integrated graphics while the ever-increasing demand for graphical horsepower has led to continued growth in higher end, gaming-oriented graphics cards.


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