Italian colleagues pay special attention to problems with the supply of 16-nm NVIDIA GPUs. At one time, they even suggested that the entry into the market GeForce GTX 1080 and GeForce GTX 1070 was considerably accelerated at the expense of the availability of products to keep the audience from buying competing products Polaris family.
With reference to its own sources Italian colleagues say that TSMC manufacturing facilities for the production of 16-nm products are working at full capacity. Customers are more and more, and features in a timely manner and in full fulfill orders added. Now TSMC is able to produce on a monthly no more than 60 thousand silicon wafers with 16 nm products. By the fourth quarter, this figure will increase to 80,000 wafers per month, but the number of clients will increase, not to mention an assortment of products. The same NVIDIA need not only GP104, but also more affordable GPUs GP106, which form the base of the GeForce GTX 1060, debuting this month.
According to the source, TSMC is now is able, on average, to allocate no more than 9000 wafers per month to the needs of each client. By the way, Taiwanese sources indirectly confirmed, referring to the high degree of loading equipment TSMC in the second half. MediaTek representatives even expressed concern that until the end of September, the situation will not improve.
According to the calculations of the Italian colleagues, GlobalFoundries in the distribution of orders between AMD and Qualcomm is able to produce 20 thousand wafers per month when it comes to 14-nm technology. By the fourth quarter, production volumes will grow by half. Of course, demand for the available graphics cards will be more difficult to meet even with this advantage in volumes of manufacture of GPUs as inexpensive cards sold more, and the demand is higher. However, NVIDIA may be difficult to meet the demand not only on the GeForce GTX 1080/1070, but also on the GeForce GTX 1060.