Nvidia’s backend service provider has reportedly not seen an increase in testing and packaging orders for its latest GeForce RTX 40-series GPUs based on the Ada Lovelace architecture. Digi TimesThey believe the company is taking its time and letting partners sell off their remaining GeForce RTX 30 series inventory before supplying the latest generation of graphics chips.
Nvidia’s OSAT providers Siliconware Precision Industries (SPIL) and King Yuan Electronics (KYEC) about expanding production of the GeForce RTX 40 series despite the fact that Nvidia has introduced virtually all Ada Lovelace. did not receive any instructions from the company. According to reports, his GPUs for client applications such as AD102, AD103, AD104, AD106, AD107.
In order to aggressively increase the output of their new graphics processors, Nvidia should produce them at TSMC, test and assemble them at SPIL or KYEC. The company has paid TSMC up front for silicon fabrication services over the 2021-2022 timeframe and will likely have an inventory of N4-based Ada Lovelace wafers, but will increase OSAT capacity before placing more orders to increase supply. However, Nvidia seems happy with the current output of the GeForce RTX 40 series and has shown no intention of increasing it.
GPU sales from Nvidia to partners usually tend to increase in the third quarter, so the company should book its OSAT service now. If the information in the report is correct, it seems Nvidia prefers to wait a bit before further testing and packaging the Ada Lovelace silicon.
The company’s partners are already shipping GeForce RTX 4070, RTX 4070 Ti, RTX 4080, and RTX 4090 graphics cards for desktop. While these rank among the best graphics cards, demand doesn’t seem to be as high as his Nvidia would like. There are also many laptops with GeForce RTX 4050, RTX 4060, RTX 4070, RTX 4080 and RTX 4090 laptop GPUs. Nvidia’s Ada Lovelace graphics processors introduced so far have covered virtually every market segment, and solutions like the recently launched GeForce RTX 4070 and expected RTX 4060 should be fairly widespread. . This means Nvidia needs more GPU volumes and packaging services.
Presumably, Nvidia and its partners have already sold enough RTX 30 and 40 series GPUs, even before the GeForce RTX 4050 and RTX 4060 GPU launches scheduled for May/June. , without further hardening of testing and assembly. Admittedly, it’s still not trying to lower the price to the sub-$500 space. Even if it’s a few weeks behind schedule, this probably isn’t the case given the low global demand for new PCs. It creates concrete problems in the market.
We’ve seen numerous reports that PC and laptop sales have plummeted, but after an incredible few years (in terms of demand and prices), many people and businesses are You seem content to keep what you currently have. while dealing with economic uncertainty. Still, this information comes from an unofficial source and lacks many details, so consider it rumor rather than fact.