AMD GPUs in China: gaming supply falls by up to 50%, shortage may last until January, report says

The supply of AMD GPUs (Radeon graphics cards) for gaming in China has fallen by 20% to 50% since October, according to a Chinese supply-chain report published on November 12. The report, from the ChannelGate channel (linked to the Board Channels forum) and picked up by IT Home, says AMD's monthly GPU allocations to board partners keep shrinking in the fourth quarter — and that the shortage could last until January 2027.

The report describes the Radeon GPU shortage as comparable to the shortage affecting NVIDIA's GeForce cards, and claims AMD has few gaming chips available to sell to its partners. It provides no absolute shipment figures, does not explain the baseline used for the 20% to 50% reduction, and does not say which Radeon models would be hit hardest.

It is important to stress the status of this information: this is a supply-chain report, not an official announcement. AMD has not confirmed the figures, and the outlets that covered the story — VideoCardz, Guru3D and Club386 — treat it as a rumor. The report is also limited to the Chinese market: it does not establish that AMD is cutting supply by the same proportion in the United States or Europe.

Why supply is tightening

The report does not point to a single cause for the cut. One factor cited by VideoCardz is memory: NVIDIA and AMD sell GPUs bundled with memory, so difficulty obtaining memory also limits AMD GPU supply. The picture adds to another report from the same source, from early November, according to which the RTX 50 shortage led manufacturers in China to tell distributors to prioritize older models such as the GeForce RTX 3060 and RTX 3050. We have already covered how the local-AI rush exhausted the RTX 5060 Ti 16GB: Local AI rush exhausts RTX 5060 Ti 16GB.

For anyone building or upgrading a PC, the practical signal is caution: if the report proves accurate, AMD GPU availability in China — one of the world's largest markets — should stay tight at least until early 2027, putting pressure on prices. It is worth waiting for AMD's next statements before drawing firm conclusions.

Cover image: AMD Radeon RX 9070 XT graphics card (official image). Credit: AMD.

Sources

Transparency: this article was produced with the assistance of artificial intelligence, based on cross-checking public sources on the internet and public posts on X. The information was verified against the sources cited; consult the original sources to confirm the details before sharing.

By Muse