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Initial Batches of NVIDIA GeForce RTX 40 series GPUs Waiting in Warehouses since August

Summary

The first batches of NVIDIA GeForce RTX 40-series "Ada" graphics cards were in production since Q2-2022. NVIDIA has reportedly been stockpiling loads of its next-gen GeForce RTX 40-series RTX 4090 and the RTX 4080 GPUs across warehouses in Taiwan, China and elsewhere since August. Chinese GPU suppliers have allegedly been receiving stocks of the next-gen graphics cards for over a month now, and are likely the source of the recently leaked images. 

 

Quotes

Quote

I've been speaking with a few industry sources of mine, with one of them well-connected in Taiwan saying that NVIDIA has been stockpiling GeForce RTX 4090, GeForce RTX 4080 16GB, and GeForce RTX 4080 12GB graphics cards since August.

 

Towards the end of July 2022, I reported that Chinese GPU suppliers said they were getting their first batches of GeForce RTX 40 series graphics cards arriving in August. We've recently seen the retail packaging for the custom GIGABYTE GeForce RTX 4090 GAMING OC and ZOTAC GeForce RTX 4090 AMP Extreme AIRO graphics cards.

 

I didn't get much more out of my source, but another source did seem to indicate that NVIDIA will announce the new GeForce RTX 4090, RTX 4080 16GB, and RTX 4080 12GB at GTC 2022 next week during the "GeForce Beyond" special event. The new GeForce RTX 4090, RTX 4080 16GB, and RTX 4080 12GB will start their launch in October

 

Back in July when I was reporting on the Chinese GPU suppliers saying their first batches were arriving in August, that the GeForce RTX 4090 was launching in August, and the GeForce RTX 4080 in September. But the excess stock of NVIDIA's current-gen Ampere-based GeForce RTX 30 series graphics cards in warehouses. NVIDIA probably decided against launching them sooner, as the crypto-currency crash left it with heaps of unsold high-end RTX 30-series graphics card inventory, forcing it to delay launch of the RTX 40-series, to allow time for the market to digest this inventory.

 

My thoughts

This makes sense as to why we were hearing so much mixed information originally regarding the actual launch date of Ada. I remember at first the time frame given was supposed to be sometime in the Summer. However, more recently it seems they pushed it to the Fall because of the excess Ampere inventory. Now we know for certain that the reveal will take place on September 20th, and launch should be shortly thereafter. I also find the segmented 4080 SKUs interesting, as they are supposed to have different CUDA Core configurations as well. I'm wondering if this will come to fruition; the two 4080 SKUs alongside the 4090 SKU. We will know for certain in 4 days.    

 

Sources

https://www.hardwaretimes.com/nvidia-reportedly-stockpiling-rtx-4080-and-rtx-4090-graphics-cards-in-warehouses-since-august/

https://www.tweaktown.com/news/88449/nvidia-geforce-rtx-40-series-gpus-waiting-in-warehouses-since-august/index.html

https://www.techpowerup.com/298886/first-batches-of-nvidia-rtx-40-series-sitting-in-warehouses-since-august-report

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15 minutes ago, BiG StroOnZ said:

NVIDIA has reportedly been stockpiling loads of its next-gen GeForce RTX 40-series RTX 4090 and the RTX 4080 GPUs across warehouses in Taiwan, China and elsewhere since August. Chinese GPU suppliers have allegedly been receiving stocks of the next-gen graphics cards for over a month now, and are likely the source of the recently leaked images.

At least availability shouldn't be a problem this time around, for many reasons.

 

15 minutes ago, BiG StroOnZ said:

I also find the segmented 4080 SKUs interesting, as they are supposed to have different CUDA Core configurations as well. I'm wondering if this will come to fruition; the two 4080 SKUs alongside the 4090 SKU. We will know for certain in 4 days.    

I had to look this up, since I've been seeing some confusion over this before. A recent claim on videocardz is that what was previously though to be a 4070 tier card is now the 4080 12GB, with the 4080 16GB being the more serious offering. If they were based on the same GPU the memory interface would be a mess, at least this way it makes sense on a hardware level.

 

At the end of the day we need to see where the performance of any offered model stacks up against their predecessors, and whatever AMD does.

Gaming system: R7 7800X3D, Asus ROG Strix B650E-F Gaming Wifi, Thermalright Phantom Spirit 120 SE ARGB, Corsair Vengeance 2x 32GB 6000C30, RTX 4070, MSI MPG A850G, Fractal Design North, Samsung 990 Pro 2TB, Acer Predator XB241YU 24" 1440p 144Hz G-Sync + HP LP2475w 24" 1200p 60Hz wide gamut
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Watch as Nvidia now overproduced trying to sell to miners and will lie again to investors that it had zero influence. 

ƆԀ S₱▓Ɇ▓cs: i7 6ʇɥפᴉƎ00K (4.4ghz), Asus DeLuxe X99A II, GT҉X҉1҉0҉8҉0 Zotac Amp ExTrꍟꎭe),Si6F4Gb D???????r PlatinUm, EVGA G2 Sǝʌǝᘉ5ᙣᙍᖇᓎᙎᗅᖶt, Phanteks Enthoo Primo, 3TB WD Black, 500gb 850 Evo, H100iGeeTeeX, Windows 10, K70 R̸̢̡̭͍͕̱̭̟̩̀̀̃́̃͒̈́̈́͑̑́̆͘͜ͅG̶̦̬͊́B̸͈̝̖͗̈́, G502, HyperX Cloud 2s, Asus MX34. פN∩SW∀S 960 EVO

Just keeping this here as a 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1 hour ago, porina said:

At least availability shouldn't be a problem this time around, for many reasons.

 

I had to look this up, since I've been seeing some confusion over this before. A recent claim on videocardz is that what was previously though to be a 4070 tier card is now the 4080 12GB, with the 4080 16GB being the more serious offering. If they were based on the same GPU the memory interface would be a mess, at least this way it makes sense on a hardware level.

 

At the end of the day we need to see where the performance of any offered model stacks up against their predecessors, and whatever AMD does.

 

Yeah, as far as availability goes, MLID tweeted:

 

 

Then I'm not sure if you remember this article ~ 

 

NVIDIA wants to scale back RTX 4000 GPU chips, but can’t:

 

Quote

You might’ve noticed that it was pretty difficult to get hold of an Nvidia GPU over the past couple of years, mainly because graphics card manufacturers struggled to keep up with demand. Now that cryptocurrencies have lost much of their value and second-hand components are flooding the market, Nvidia needs to reduce the amount of 5nm chips it’s ordered from TSMC ahead of the RTX 4000 series to avoid the opposite issue.

 

Although the most recent drop on the cryptocurrency rollercoaster is the main reason for Nvidia’s change of heart...

 

Nvidia isn’t alone in its decision to revise its order.

 

NVIDIA already prepaid for its allocation after dropping Samsung in favour of TSMC, and won’t get its money back unless it finds replacement customers to fulfil its obligations. Instead, TSMC has offered to defer shipments to as late as Q1 next year.

 

https://www.pcgamesn.com/nvidia/rtx-4000-gpu-chip-reduction-tsmc

https://videocardz.com/newz/nvidia-reportedly-wants-to-cut-tsmc-orders-for-next-gen-rtx-40-gpus-5nm-wafers-amid-lower-demand

 

So there was definitely a point where TSMC was in full swing ramping up production, producing the cards chips as they were supposed to. And NVIDIA tried to scale back, but TSMC basically said not going to happen. So the 4000-series cards were sitting in warehouses, waiting to be launched.

 

As far as the 4070 12GB becoming the 4080 12GB, there seems to be various specs in the wild:

 

40series.thumb.jpg.809831082422a9fba7f7a0d74f833655.jpg

 

40series2.thumb.jpg.9da09851dd280deb2f4855fb5c4d3404.jpg

 

The 16GB variant of the 4080 is definitely the more serious of the two, but there's also two 4070 variants as well. It seems more recently though, the 4080 12GB would be running 21 Gbps memory while the 16GB version would be running 23 Gbps memory. 

 

I agree, the performance will determine whether or not the segmented memory and core counts are controversial or not, with pricing also being a big factor, and when compared to AMD's offerings as well.

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The 12GB and 16GB "RTX 4080"-s are absolutelly different beasts. Why even call it the same series? The 12GB is rather more a 4070 Ti.

I edit my posts more often than not

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16 minutes ago, BiG StroOnZ said:

Then I'm not sure if you remember this article ~ 

 

NVIDIA wants to scale back RTX 4000 GPU chips, but can’t:

I remember the thread. Without going back to try and find it, my recollection was that nvidia at best managed to negotiate a delay in (some?) production. I asked the question if nvidia have essentially pre-paid the allocation and know they can't shift the originally planned end products, what else could they do? One option I saw was to go "fatter" on silicon than they would otherwise. My thinking is that if the chip production is a pre-determined fixed cost, either they over-product which would kill pricing, or they do keep to the forecast units but make them higher up the range than before, to soak up more of the capacity. Depending on how far forward those agreements went, they could just stockpile the excess chips until such time they would be needed, basically having more up front than a smoother distribution over the product life.

 

16 minutes ago, BiG StroOnZ said:

So there was definitely a point where TSMC was in full swing ramping up production, producing the cards as they were supposed to.

Minor correction. TSMC makes the chips. It's up to others to make the cards.

Gaming system: R7 7800X3D, Asus ROG Strix B650E-F Gaming Wifi, Thermalright Phantom Spirit 120 SE ARGB, Corsair Vengeance 2x 32GB 6000C30, RTX 4070, MSI MPG A850G, Fractal Design North, Samsung 990 Pro 2TB, Acer Predator XB241YU 24" 1440p 144Hz G-Sync + HP LP2475w 24" 1200p 60Hz wide gamut
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7 minutes ago, porina said:

I remember the thread. Without going back to try and find it, my recollection was that nvidia at best managed to negotiate a delay in (some?) production. I asked the question if nvidia have essentially pre-paid the allocation and know they can't shift the originally planned end products, what else could they do? One option I saw was to go "fatter" on silicon than they would otherwise. My thinking is that if the chip production is a pre-determined fixed cost, either they over-product which would kill pricing, or they do keep to the forecast units but make them higher up the range than before, to soak up more of the capacity. Depending on how far forward those agreements went, they could just stockpile the excess chips until such time they would be needed, basically having more up front than a smoother distribution over the product life.

 

Minor correction. TSMC makes the chips. It's up to others to make the cards.

 

It appears they might have went the "higher up the range" route judging by recent developments. As the stockpiling of chips might have been exactly what has happened. But this should assist with availability this time around.

 

Yes, correct, TSMC makes the chips not the cards. Sorry, I've been fasting all morning and have been craving lunch lol (went to the bodega around the corner and got myself a nice sub sandwich!). 

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