SemiAccurate is hearing of a serious problem affecting Nvidia’s GPU supply. If this turns out to be what SemiAccurate’s sources are describing, it may change the GPU market for the rest of the year.

Note: The following is for professional and student level subscribers.

Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.

Note: The following is analysis for professional level subscribers only.

Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.

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Charlie Demerjian

Roving engine of chaos and snide remarks at SemiAccurate

Charlie Demerjian is the founder of Stone Arch Networking Services and SemiAccurate.com. SemiAccurate.com is a technology news site; addressing hardware design, software selection, customization, securing and maintenance, with over one million views per month. He is a technologist and analyst specializing in semiconductors, system and network architecture. As head writer of SemiAccurate.com, he regularly advises writers, analysts, and industry executives on technical matters and long lead industry trends. Charlie is also available through Guidepoint and Mosaic. FullyAccurate

Latest posts by Charlie Demerjian (see all)

• What caused Intel’s DCG/DPG Q4 2020 sales jump? - Jan 27, 2020
• Three new Qualcomm Snapdragons emerge - Jan 21, 2020
• More Intel layoffs coming in February - Jan 20, 2020
• Major server CPU just taped out - Jan 20, 2020
• Large layoffs at Intel happening now - Jan 16, 2020