We have new and worrying news from NVIDIA. According to information shared by Board Channels, the company has decided to cut GPU supply to the Chinese market by 30%.
This reduction is expected to have its strongest impact during the first quarter, and it risks breaking the balance between supply and demand. As a result, price increases for consumers now seem unavoidable.
Supply Cuts Linked To Memory Shortages
Unlike past crises caused by the crypto mining boom, this situation is not driven by demand spikes but by logistical and component limitations. NVIDIA has confirmed that production of its GeForce graphics cards is currently limited by memory availability.
The main issue lies with GDDR7 memory modules, which are in short supply and are preventing NVIDIA from keeping its usual production levels. This bottleneck is now shaping how GPU stock is distributed.
At the moment, around 75% of the remaining supply is expected to focus on three lower-VRAM models: the RTX 5060 (8GB), RTX 5060 Ti (8GB), and RTX 5070 (12GB). This leaves only 25% of supply for high-end models such as the RTX 5090 with 32GB of VRAM, helping explain why prices for these cards are already climbing in several regions.
Although the report focuses on China, the ripple effect is already being felt worldwide. Other markets are starting to show noticeable price increases.
If the memory shortage continues at the current pace, PC users could face another year of limited availability and inflated prices. NVIDIA’s supply constraints may once again turn high-end GPUs into scarce and expensive products across global markets.
