AMD GPU supply reportedly falls by up to 50%, with shortages expected until 2027

There are now 20-50% fewer AMD GPUs in the supply chain than the prior quarter, according to recent rumours, which could see graphics card stock dry up and prices rise.

According to the latest rumours from industry insiders, getting a Radeon graphics card at all, let alone at anything close to MSRP, is about to become even harder due to intensifying stock shortages. Worse still, these same sources claim we won’t see any reprieve from this supply drought until next year at the earliest, so you might have to kiss your holiday GPU upgrade goodbye.

News of this depressing development arrives by way of Chinese tech outlet IT Home. The site claims to have uncovered conversations on ChannelGate, a Chinese tech industry insider WeChat channel affiliated with the Board Channels forums.

The leak claims that, since October 2026, the supply of GPUs that AMD has at its disposal has fallen by 20-50% in China. It’s unclear how this affects mobile chips for laptops, but IT Home claims that graphics card manufacturers are receiving fewer dies as a result of this alleged shortage.

There’s no telling how this apparent decline in GPU stock will affect other markets, but a reduction in supply to board partners naturally has an effect on worldwide availability. Regardless, supply constraints will persist until January 2027 at the earliest, according to the same sources, and there’s no guarantee that we should expect any sizeable improvement by that time.

Problems like this take time to manifest within retail, but they add to problems we’re already seeing with AMD graphics cards massively increasing in price. For instance, the lowest price of a Radeon RX 9070 XT has risen to £799 in the United Kingdom, with other models similarly growing more expensive as time passes.

Not only is there apparently a GPU shortage, but prices are also being impacted by increasing manufacturing costs, primarily stemming from memory prices. It’s no wonder then that AMD CEO Lisa Su predicts a “double-digit percentage” decline in PC shipments for the coming year.

We’re always keeping a close eye on the graphics card market, so make sure to check our best GPU list for our latest recommendations.

Samuel Willetts
Samuel Willetts
With a mouse in hand from the age of four, Sam brings two-decades-plus of passion for PCs and tech in his duties as Hardware Editor for Club386. Equipped with an English & Creative Writing degree, waxing lyrical about everything from processors to power supplies comes second nature.
SourceIT Home

Deal of the Day

Hot Reviews

Preferred Partners

Related Reading