Reports indicate that AMD's supply of gaming graphics cards in China has decreased by 20% to 50%
According to a report released by ChannelGate, a public account under BoBanTang, starting from the fourth quarter of 2026, AMD's supply of gaming graphics cards for the Chinese market will decrease by approximately 20% to 50%, and the supply tightness may continue until January next year. The report states that the number of GPUs that AMD's authorized graphics card partners can obtain each month is also decreasing, with specific supply quantities being uncertain.The related news involves AMD's supply arrangements for gaming graphics cards in the Chinese region for the fourth quarter of 2026. Starting in October, the AMD chips available to relevant graphics card manufacturers have significantly contracted, and the specific number of chips they can obtain each month is unstable. Channel sources also indicate that the scarcity of AMD graphics cards may be approaching that of NVIDIA graphics cards, with some graphics card manufacturers receiving very limited quantities of gaming GPUs.Manufacturers such as ASUS, Sapphire, and ASRock need to obtain GPU chips, along with memory, circuit boards, and coolers to produce retail graphics cards. In addition to chip supply, there have been previous reports in the industry chain that AMD may adjust the supply prices to partners based on the costs of GPU chips and memory kits. The final retail price of graphics cards is also influenced by manufacturers' inventory, specific models, channel pricing, and market demand.
