It is reported that the supply of AMD graphics cards in China has been reduced by 20% to 50%, and the shortage may last until January next year.

Abstract:

According to news released by ChannelGate, a public account owned by Boban Tang, starting from 26Q4, AMD’s supply of game graphics cards to the Chinese market will decrease by about 20% to 50%. This tight supply situation may continue until January next year.

It is reported that the number of GPUs that AMD authorized graphics card partners can receive each month is also decreasing, and there is uncertainty about the specific supply. For users who are ready to buy or upgrade a graphics card, the price of the next graphics card purchase may be higher.

Bobantang news involves the 26Q4 supply arrangement of AMD gaming graphics cards in China. Starting from October, the AMD chips that relevant graphics card manufacturers can obtain have shrunk significantly, and the specific number of chip supplies they can obtain each month is unstable. Channel sources also indicate that the shortage of AMD series graphics cards may be close to that of NVIDIA graphics cards, and some graphics card manufacturers have a very limited number of gaming GPUs.

The GPU chip is the core component of the graphics card. Manufacturers such as ASUS, Sapphire and ASRock all need to obtain the chip and then use it with video memory, circuit boards and radiators to produce retail graphics cards. If the number of chips supplied upstream decreases, downstream manufacturers will not be able to produce more graphics cards.

In addition to chip supply, the cost of video memory is also the focus of recent attention in the graphics card market. There have been reports in the industry chain that AMD may adjust its supply prices to partners based on the cost of GPU chips and memory nesting.

For consumers, the final retail price of graphics cards is also affected by manufacturer inventory, specific models, channel pricing and market demand. If upstream supply continues to tighten, some models may be out of stock or have prices rise. The premium for some high-performance graphics cards will be even higher, which is also a very difficult time for gamers.