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Nvidia GPUs could be facing stock shortages soon – so are we looking at price hikes for GeForce graphics cards?

Nvidia’s graphics cards could see much lower stock levels in the near future if a new report is correct – a prospect that raises the specter of a GPU price hike, though hopefully not as steep as we’ve seen before. According to a report from Wccftech, a tech site, MyDrivers, which cites industry sources in Taiwan, Nvidia’s GeForce gaming GPUs are beginning to see lower supply levels in the fourth quarter of 2023.

As always with any rumor, MyDrivers doesn’t specify which models of nvidia graphics cards are affected, but it sounds like it’s more or less across all consumer models.

The report mentions the Asian market is likely to be the most affected, but it also mentions stock shortages in US and Europe, where Nvidia GPUs may also become more difficult to find. MyDrivers predicts that supply of nvidia boards will be “very limited” in the near future and mentions that price hikes for some products may be possible.

Analysis: Contradictions aplenty?

We’ve seen this before, of course with the RTX 4090 but that was a one-off because it was banned in China (Nvidia has avoided this with the upcoming RTX 4090 D variant but not before a large amount of vanilla 4090 stock made its way to Chinese retailers which had a significant effect on global pricing of Lovelace flagship)

The concern is that other Nvidia GPUs, or at least certain Lovelace models mentioned above, could follow suit. According to sources, the reason Nvidia is slowing down production and supply of GeForce GPUs is that they are focusing on manufacturing chips for AI card. AI GPU are where the huge profits are – indeed, huge profits – so it makes sense.

What doesn’t make sense, however, is that Nvidia is planning to launch a bunch of new GTX Super refreshes. Three of them are expected to launch this month and will likely compete for a spot in our top graphics card rankings following a CES 2024 reveal next week.

If production capacity isn’t being reallocated in a significant way, why launch a bunch of new models?

Nvidia needs to rework the mid-to-high-end range with Lovelace. It’s made a mess of the GPUs it’s available here – especially the RTX 4080, with its allegedly dismal sales – so it may see this as a necessary move to save face against AMD in this consumer GPU market.

The RTX 4080 and the RTX 4070 Ti will also be dropped – they’ll be replaced by the “new” RTX 4080 Super, and the “old” RTX 4070 Ti, in theory – but it’s more of a swap-in and out, not a new card as such. The new RTX 4070 will run alongside the current RTX 4070 – and the latter won’t be going anywhere.

The pricing of the new RTX Super models will likely be quite competitive, and again, this doesn’t match up with the notion of stock shortages or upward pricing pressures for the foreseeable future.

On top of that, the article is short and to the point, and we don’t know exactly how much stock (pun intended) we’re going to put into it at this stage.

Let’s hope that’s not the case because the last thing that we want is to be facing another round of GPU price hikes from Nvidia.


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