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Report: AMD gaming GPU supply to drop at least 20%-50% in Q4, shortages to last until January

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ChannelGate, a WeChat account under Bobangtang, reported on AMD's Q4 supply strategy for gaming GPUs in China, saying AMD GPU supply has fallen at least 20%-50% since October (Q4), with monthly volumes unclear and allocations to AIB partners continuing to shrink. According to the report, AMD GPU supply will remain very tight through January, and AMD graphics card shortages are no less severe than Nvidia's, with AMD simply having few gaming chips to sell to AIB brands. Separately, leaker Kepler_L2 said in October that AMD's next-generation RDNA 5 graphics cards are unlikely to appear before Computex 2027.

Translation(model translation, not the source's own text)

Report: AMD Gaming GPU Supply to Drop at Least 20%-50% in Q4, Shortages to Last Until January

IT Home, November 12 news: ChannelGate, a WeChat public account under Board Channel, today revealed AMD's Q4 supply strategy for gaming GPUs in the China region.

According to the report, starting in October (Q4), AMD GPU supply will drop by at least 20%-50%, with monthly supply volumes unclear, and the monthly supply to AIB (IT Home note: AMD officially authorized graphics card partners) manufacturers is also continuously being reduced. It is understood that AMD GPU supply will be very, very tight until January.

The report mentions that the shortage of AMD series graphics cards is no less severe than that of NV series graphics cards, and AMD simply does not have many gaming chips to sell to AIB brands.

Kepler_L2, who provided the information, said in October this year that AMD's next-generation RDNA 5 graphics cards are unlikely to debut before Computex 2027 (2027 Taipei International Computer Show).

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The translation is machine-generated and individual terms may be off. Nothing is rewritten or cut; the original is authoritative.

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