NVIDIA made it clear that the limited TSMC capacity of 28 nm chip production limit NVIDIA earnings growth .
At the last quarterly conference NVIDIA focused on the situation with the output level of 28 nm graphical solutions. This figure was lower than expected , but it is above the 40 nm process technology at the same development stage . According to NVIDIA head assumptions , the limited production volume of 28 nm production by TSMC company equally affects all customers, NVIDIA graphics solutions in this sense is not worse than others. To fully satisfy the demand for 28 nm product TSMC, according to Jensen Huang, will not be able to end of this year. Even if the production volume will increase, demand could outstrip supply, as the 28 nm chips will be used in smart phones.
Mr Huang said that if the situation with the availability of 28 nm products will not improve capacity, the company will leave part of the products on 40 nm process technology. Ideally, NVIDIA would like this year to transfer all the products on 28 nm process technology - at least in the productive sector. Deliveries of 28 nm products on orders from NVIDIA, TSMC began in the last quarter, which ended in the first calendar 29 January this year. However, only in the current quarter, shipments of 28 nm NVIDIA products achieved significant quantities. The company would like to quickly move their graphics solutions in 28 nm process, and by the end of the year it expects to be in an advantageous position compared to competitors.
About Kepler it was called perhaps the best in the history of GPU NVIDIA, especially in terms of performance and energy efficiency.