AMD has reportedly cut its gaming GPU supply in China by at least 20% to 50% since the start of the fourth quarter in October. According to a November 12 post on Board Channels spotted by Videocardz, AMD's shortage is now comparable to NVIDIA's, with very few gaming chips going to add-in board (AIB) partners. Their monthly allocations are apparently still shrinking, and the source expects supply to remain extremely tight until January.

The same source describes Radeon prices in China climbing every quarter, with smaller increases month to month within each quarter, and puts that down to rising memory and GPU costs. AMD is reportedly raising the price of its GPU and GDDR6 kits again this month, after an earlier increase in October. Things aren't much better on the green side either, with an NVIDIA partner saying in late October that it couldn't buy RTX 5090 GPU and GDDR7 kits anymore, while RTX 5090 and 5080 prices continue to skyrocket. Graphics cards were already selling 44% above MSRP on average in October, so a smaller pool of Radeon cards is unlikely to help matters.Of course, the report is light on detail. It doesn't list actual shipment numbers, which Radeon models are affected, or why AMD is cutting supply in the first place. It also only covers China, and there's no word from AMD yet on whether the US or Europe will see similar cuts. Still, it gives us a good idea of AMD's supply situation compared to NVIDIA. With Board Channels expecting tight supply into January, Radeon buyers probably shouldn't count on prices coming down before then.