Market chatter from industry portals indicates a surge in demand for the AMD Radeon RX 7900 series in China. The shift follows a tightening stance on Nvidia’s flagship GeForce lineup, which has left gamers looking for viable alternatives. Source: iXBT
With worries about US sanctions and the disruption to Nvidia GeForce RTX 4090 deliveries, Chinese gamers have increasingly turned to Navi 31 powered Radeon RX 7900 XT and XTX cards. Reports suggest activity is at a level that could stretch supply chains and testing the capacity of AMD’s distribution networks. If demand remains this high, meeting orders at scale may become a challenge. Source: iXBT
The momentum could extend into the upcoming months as the Navi 31 GPU shortage persists. Projections from market observers indicate the shortage might not ease promptly, potentially extending beyond the close of 2023 and into the first quarter of 2024. While there were earlier whispers about possible restrictions on AMD’s ability to ship high-end GPUs to China, no official confirmation has emerged from manufacturers. Source: iXBT
Prices for Radeon RX 7900 XT and XTX have already crept upward amid tighter sanctions, and analysts anticipate further increases if the shortage broadens into retail channels. This supply squeeze is likely to impact accessory ecosystems, gaming PC builders, and enthusiasts who aim to upgrade without stepping into higher price brackets. Source: iXBT
Meanwhile, Chinese tech firms are adapting by repurposing consumer gaming GPUs to power AI accelerators. This shift reflects a broader trend where available GPU resources are redirected to support emerging AI workloads, highlighting a pragmatic response to global supply constraints. Source: iXBT