Already in July, we learned that Nvidia is not satisfied with the situation surrounding the GeForce RTX 4060 Ti. Critical reviews and high prices caused low customer interest, which started pressure to lower the price. However, Nvidia does not want to play this game and has decided to cut supply so that the supply falls below the level of demand and thereby increases the prices.
Nvidia Hopper (Nvidia)
However, it seems that Nvidia will apply this strategy to the entire GeForce RTX 4000 range. This is because it is manufactured on TSMC’s 4nm process, i.e. on the same lines as AI accelerators Hopperwhich (even as a result of the US anti-China ban) are selling like hot cakes, regardless of price.
According to the information obtained by YouTube channel MLID, Nvidia has decided to stop or limit the production of chips for GeForce RTX 4000, to use the production lines for the production of Hopper and to supply graphics card manufacturers from stock, which will probably last quite a long time with these limited supplies. From Nvidia’s point of view, it’s a win-win situation, as it will use the available 4nm wafers to produce products on which it has significantly higher margins than on desktop graphics, and in addition, it will sell the already finished silicon (GPU for GeForce RTX 4000) at higher prices due to reduced demand. rather than flooding the market with it.
source: MLID
In addition, according to one of Nvidia’s customers, cheaper AI accelerators, especially from the next generation, are no longer available Ampere (A100) and Nvidia instead offers customers 3-5x more expensive Hopper.
Bottom line, Nvidia is focusing all of its attention and resources on making and selling its most expensive AI accelerators, while putting other products on the back burner. The drop in prices has practically ended, and customers who wanted to buy a GeForce RTX 4000 will be faced with the dilemma of whether to pay extra and have a GeForce, or buy a Radeon.
source: MLID
As stocks of AMD’s last-gen high-end chips are rapidly dwindling and cards like the Radeon RX 6800 / RX 6800 XT / RX 6900 XT / RX 6950 XT start to disappear from the market, the downward pressure from this direction will also fade.
2023-08-04 05:51:01
#Nvidia #stopped #production #GeForce #RTX
