"We do have supply constraints and our supply constraints do expand past what we are seeing in terms of wafers and silicon, but yes some constrains are in substrates and components," said Colette Kress, CFO of Nvidia, at Credit Suisse 24th Annual Technology Conference.
— Sean Hollister, The Verge According to NVIDIA CFO Colette Kress, the company is experiencing supply constraints which make them unable to meet demand through Q4 2020.
— AMD CEO Dr. Lisa Su to AnandTech On the plus side, AMD tells The Verge it expects to sell more of its own reference design RX 6800, 6800 XT and RX 6900 XT cards on its own website in the first quarter of 2021 at their sticker prices, which should mean $579, $649 and $999 instead of inflated ones.
NVIDIA And AMD GPU Availability Will Not Improve Significantly In Q1 2021 TSMC remains a core bottleneck for GPU production as Samsung has yet to pick up in yields and it really does not help that ETH mining has made a full comeback.
It seems that now is a good time to remind everyone that both AMD and NVIDIA are expecting further delays in GPU availability throughout Q1 2020 (via Videocardz).