RTX 4000 series coming out? Nvidia says GPU shipments will improve in the second half of 2022

What just happened? We are all tired of this devastation in the GPU market, but could anything change this year? Nvidia CFO Colette Kress says the company expects to increase shipments of its cards in the second half of 2022, likely coinciding with the release of the “Ada Lovelace” RTX 4000 series.

Speaking at the virtual 24th annual Needham Growth Conference (via In search of an alpha), Kress said demand for Nvidia GeForce products far exceeded supply last year as we know, but the green team is optimistic that things will improve later this year.

“We are working, as we have already mentioned, in the long term to get these deliveries. In the second half of calendar year 22, we believe we will be in an excellent position with our overall offering in terms of our estimates. what we need in the future,” explained Kress.

Why the sudden increase in GPU shipments? The obvious answer would be a successor to Ampere, codenamed Lovelace – we previously heard that a new series of cards would arrive in the third quarter of 2022.

This is the second time Kress has said Nvidia will improve shipments of its graphics cards in the second half of 2022. At the UBS Global TMT conference last month, the CFO said: “The company as a whole will take appropriate action to continue operating. to provide more supplies. We have been able to grow quite well during this year, every quarter, consistently grow. And we continue to plan for this in the fourth quarter. […] Therefore, we believe that the supply situation will be better for us when we look at the second half of next year.”

Nvidia tends to release a new family of graphics cards every two years, so we can expect the RTX 4000 series to arrive in September if it follows the same frequency. Rumor has it that Nvidia is ditching the 8nm Samsung process it uses for the RTX 3000 series and is using TSMC’s 5nm process node used by Apple, AMD and others.

We’ll have to wait and see if there will actually be enough RTX 4000 cards to meet consumer demand. TSMC recently pledged to spend up to $44 billion on capacity upgrades this year, and reduced demand from miners is certainly a good thing, but speculators won’t be leaving any time soon. What’s more, shipments of RTX 3000 cards could get even smaller if Nvidia focuses on releasing the latest generation of products.

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