NuAxiSemiconductor trade intelligence

AMD Reportedly Cuts Gaming GPU Supply in China by Up to 50%

What happened

According to a November 12 post on Board Channels spotted by Videocardz, AMD has reportedly cut its gaming GPU supply in China by at least 20% to 50% since the start of the fourth quarter in October; its shortage is reportedly now comparable to NVIDIA's, with very few gaming chips going to add-in board (AIB) partners, monthly allocations still shrinking, and the source expects supply to remain extremely tight until January. The same source describes Radeon prices in China climbing every quarter, with smaller increases month to month within each quarter, and puts that down to rising memory and GPU costs; AMD is reportedly raising the price of its GPU and GDDR6 kits again this month, after an earlier increase in October. Separately, an NVIDIA partner said in late October that it couldn't buy RTX 5090 GPU and GDDR7 kits anymore, while RTX 5090 and 5080 prices continue to skyrocket; graphics cards were already selling 44% above MSRP on average in October.