In his Q2-FY2022 Results call, NVIDIA CEO Jensen Huang commented that he expects the ongoing chip supply situation to remain bad for the most part of 2022. "Meanwhile, we have and are securing pretty significant long-term supply commitments as we expand into all these different markets initiatives that we've set ourselves up for. And I so I think—I would expect that we will see a supply contained environment for the vast majority of next year is my guess at the moment," he said.

His comments are telling, as NVIDIA relies heavily on cutting edge silicon fabrication nodes for its logic products, such as GPUs, HPC processors, and vehicle SoCs. 2022 will see NVIDIA introduce its "Lovelace" graphics architecture, powering the GeForce RTX 40-series GPUs; as well as a variant powering next-generation HPC processors. The company is looking to design its chips for TSMC's 5 nm silicon fabrication process , unless Samsung can fix its 5 nm-class foundry woes in time, and win back the company.