If a baker sells more croissants one day, they might make more the next. If Nvidia can't meet the orders of its partners, and that demand is sustained (which is a whole other risk assessment it will need to make), it might be a long time before they meet that demand as it has to reorganise production and manufacturing.<\/p>\n
“I think folks have just started to kind of come to grips with the fact that you can't just snap your fingers and produce or deliver a product. It takes an incredible amount of planning and execution to pull that off. It's a simple premise, but anything but simple to execute.”<\/p>\n
This is especially true of high-performance computer parts, and no more so the GPU. The prime component in our PCs for performance today, these are also often some of the most dependent on cutting-edge process nodes. Those of which are in incredible demand. CPUs, too, are often at the whims of the latest 7nm, 5nm, 3nm process nodes, which AMD often champions with its Ryzen processors built in TSMC's fabs, though Intel is also making significant progress towards catching up with new fabs in the US and Europe<\/a>.<\/p>\n“It's among the slowest forms of production to change,” Dr. Goldsby says. “… you announce that you're going to embark on a new fab, and maybe three years from now you're actually producing chips, in good quality. So some things just can't turn on a dime. And certainly high tech among the toughest.”<\/p>\n