The entire graphics card market is going through a critical moment of lack of supply, as demand far exceeds supply. Asus is one of the manufacturers that has spoken out about this problem and points to a single culprit, Nvidia.
In the first quarter of 2021, Asus sold fewer graphics cards than in the fourth quarter of 2020, and Asus blames this decline on Nvidia.
Asus says it could sell more graphics cards if Nvidia provided enough chips (GPU) to make them, always talking about the latest RTX 30 series.
Representatives of Asus commented on this problem to their investors, saying that "the gap [between supply and demand] could have been caused by a lower performance in the previous phase." This means that Nvidia could be facing manufacturing issues with the 8nm chips that are made by Samsung, giving the company fewer usable chips per wafer.
Asus, of course, thinks that if Nvidia could make more 8nm chips for the RTX 30 series they could improve their sales. After all, the demand continues to remain very high and practically everything that is put up for sale is sold.
When it comes to predicting the end of the GPU shortage, Asus representatives clearly state it: "It's hard for us to predict."
Asus' statements are in line with MSI's claims that there won't be a solution to the GPU shortage until the end of the year. Asus, for its part, does not put a specific date, but everything indicates that it will go long.
Although Asus speculations about Samsung's 8nm litho node performance issues are difficult to prove, it is undeniable that Nvidia cannot make enough RTX 30 series silicon.
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