NVIDIA has posted their first quarterly loss in 5 years and one of the underlying reason is the $ 200M charge for fixing the die packaging problem on the mobile GPUs. Apparently, this problem might affect certain desktop parts too as Nvidia has recently issued a PCN to their customers informing that they are changing the underfill material for their G86 desktop products from Namics 8439-1 to Hitachi 3730. There might be a chance that this problem could surface on other parts that uses the same underfill material.

NVIDIA has posted their first quarterly loss in 5 years and one of the underlying reason is the $ 200M charge for fixing the die packaging problem on the mobile GPUs. Apparently, this problem might affect certain desktop parts too as Nvidia has recently issued a PCN to their customers informing that they are changing the underfill material for their G86 desktop products from Namics 8439-1 to Hitachi 3730. There might be a chance that this problem could surface on other parts that uses the same underfill material.

We received an email from Nvidia clarifying the above speculation we have
made :

1) The issue is limited to a few notebook chips only; we have not seen and
don’t expect to see this issue on any NVIDIA based desktops
2) Only a very small percentage of the notebook chips that have shipped are
potentially affected and the problem depends on a combination of environmental
conditions, configuration and usage model
3) We continue to work closely with our partners and have taken the necessary
steps to ensure that all NVIDIA chips currently in production do not exhibit the
problem.

Probably changing the underfill material is just a precautionary measure and
so far no evidence yet to proof that the desktop chips are affected.