MSI Accuses NVIDIA of 20% GPU Undersupply, Follows ASUS Down DDR4 Production Increase

What happened

MSI's GM Huang Jinqing cites a 20% undersupply of NVIDIA GPUs and forecasts a 15-30% price increase for its gaming products, leading to an expected 10-20% contraction in the PC market. In response to component shortages, MSI is following ASUS's lead by increasing DDR4 motherboard production via long-term memory contracts. 利多: GPU短缺与价格上调预期明确，DDR4主板产能增加以对冲DDR5短缺。

Impact and signal

Affected components and suppliers

Source and time

Source: TechPowerUp · 3/16/2026 · View original source