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During the Credit Suisse 24th Annual Technology Conference, Nvidia CFO Colette Kress revealed that the wafer yields are not the only problems behind the GPU shortages:
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 constraints are in substrates and components. We continue to work during the quarter on our supply and we believe though that demand will probably exceed supply in Q4 for overall gaming.
The supply of ABF (ajinomoto build-up film) substrates has become tight, thanks to growing demand for server and high-performance computing applications.