NVIDIA GeForce RTX 30 Series Production Hampered by Substrate and Component Constraints

Tsing

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NVIDIA had previously blamed the dearth of GeForce RTX 30 Series graphics cards on unprecedented demand, but the company has now admitted that manufacturing constraints have contributed to their ongoing shortages. During the recent Credit Suisse 24th Annual Technology Conference, CFO Colette Kress confirmed that NVIDIA is coping with the lack of certain chip components, which is limiting the output of Ampere GPUs.



“We do have supply constraints and our supply constraints do expand past what we are seeing in terms of wafers and silicon, but yes some constraints are in substrates and components,” Kress said in a statement transcribed by...
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WTF is substrate?

I had to look it up.

https://en.wikipedia.org/wiki/Substrate_(chemistry)
 
They were talking about component supply issues for electronics all the way back in May. Motherboard manufacturers have already been dealing with this, which I believe is why we have seen prices there going up. It's no surprise that GPU manufacturers have to deal with the same issue.
 
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