Recently, the graphics card market has become unstable again. It is reported that NVIDIA may adjust its GPU supply volume in the Chinese mainland market this quarter, by about 30%. Although there is no official confirmation, the market has begun to show signs of price fluctuations and tight supply, making the entire graphics card industry tense again.
Rumors indicate that supply in the Chinese market will shrink
The source of the news comes from the Boban Tang forum, which is common in hardware access circles. The platform has revealed the RTX 50 series supply and distribution strategy in advance in the past, and some of the content was later confirmed to be quite close to reality, so this statement also attracted a lot of attention.
The latest leaked statement is that NVIDIA will adjust the overall supply of GPUs to the Chinese market this quarter to about 30% less than a “normal quarter.” This information is said to come from internal information from the upstream supply chain and AIC graphics card partners.
The same article also recommended that graphics card brands and national agents carefully control inventory in the first quarter to avoid price wars due to unstable supply. This statement actually implies one thing: if supply really tightens, rising prices are almost inevitable.
No official confirmation, but the market has already felt it
At present, NVIDIA has not officially acknowledged the “supply reduction” statement. Officials only stated that all GeForce RTX series will continue to be shipped, and emphasized that they are working with suppliers to increase memory supply.
However, judging from the actual market conditions, many models of the RTX 50 series have already exceeded the recommended selling price. Unless it can be purchased through the official Verified Priority Access channel, it will be difficult for ordinary players to buy it at the original price.
This has also led many people to believe that supply is indeed becoming tight, but it has not been stated in a formal announcement.
Memory shortage remains core issue
The biggest reason behind this wave of changes is actually an old problem: tight memory supply. As the demand for AI continues to increase, a large number of DRAM and video memory resources are transferred to data centers, causing the manufacturing cost and supply rhythm of graphics cards to be affected.
NVIDIA itself admitted that the current GPU market is indeed constrained by memory supply, but did not further elaborate on the actual extent of the impact.
Under normal circumstances, once the recommended selling price of a graphics card is announced, the official rarely directly announces a price increase. The price is ultimately determined by market supply and demand. In other words, if the supply is really reduced, even if the recommended selling price remains unchanged, the actual selling price may slowly increase.
The Chinese market is often the bellwether
It is worth noting that the strategy reported this time only targets the Chinese market and does not mention quotas in North America, Europe or other regions. But China has always been an important base for graphics card assembly and supply chain, and changes there often become a precursor to the global market.
If the supply chain really starts to tighten, prices and supply conditions in other regions may also be affected in the next few months.
The current overall situation is still in the stage of rumors and market observation, but under the premise of strong demand and tight supply, it may be difficult for graphics card prices to return to their ideal state in the short term.