DigiTimes has shared a report that can reveal AMD has reduced some of its wafer orders with TSMC due to an “abrupt drop-off” in demand for PC hardware. Eager to join them, allegedly, is NVIDIA, which is supposedly trying to cut orders for 5-nanometer wafers destined for the GeForce RTX 40 Series, according to a translation of DigiTimes’ article by RetiredEngineer that notes the “enormous channel inventory” in the current market, not to mention “used GPUs dumped into the market by miners.” TSMC has reportedly denied NVIDIA’s request and will only agree to delaying initial shipments. Recent rumors suggest that NVIDIA will launch its next flagship desktop graphics card for gamers, the GeForce RTX 4090, in the month of October, while the GeForce RTX 4080 and GeForce RTX 4070 will follow in November and December, respectively. The GeForce RTX 4090 is expected to feature a TDP of over 400 watts.
[…] NVIDIA has paid a huge amount of prepayment to obtain more process capacity below 5nm since Samsung’s 8nm return to TSMC. However, the decline of the mining boom came quickly and quickly, and the terminal channel and graphics card manufacturers were full of stocks. The large number of second-hand cards released to the market, and the less-than-expected demand for gaming PCs, forced NVIDIA to adjust its plans and indicated to TSMC that it would delay and reduce the first wave of orders.
NVIDIA wants to cut orders, but TSMC is unwilling to make concessions. At present, the adoption of the 5nm next-generation RTX 40 series can delay the purchase of goods for one season, or even to the first quarter of 2023, but NVIDIA is responsible for finding other vacated production capacity. Customers take over to make up, minimizing the impact.