Comment by ijidak

3 months ago

I asked this elsewhere, but, I don't fully understand the reason for the critical GPU shortage.

Isn't it because NVIDIA insists on only using the latest nodes from a single company (TSMC) for manufacture?

I don't understand why we can't use older process nodes to boost overall GPU making capacity.

Can't we have tiers of GPU availability some on cutting edge nodes, others built on older Intel and Samsung nodes?

Why is Nvidia not diversifying aggressively to Samsung and Intel no matter the process node.

Can someone explain?

I've heard packaging is also a concern, but can't you get Intel to figure that out with a large enough commitment?

(Also, I know NVIDIA has some capacity on Samsung. But why not go all out, even using Global Foundries?)