
Due to heightened demand paired with ongoing chip supply shortages, NVIDIA’s release of its mid-range RTX 50 graphics processing units (GPUs) is facing significant delays in mass production.
NVIDIA’s RTX 50 Series: Challenges in Supply Chain Management
The launch of NVIDIA’s RTX 50 series GPUs has not gone smoothly. Reports indicate that the company is entering the market with a notably low stock keeping unit (SKU) count for its flagship models, the GeForce RTX 5090 and RTX 5080. This scarcity is closely tied to the unprecedented global demand for semiconductors, a situation that shows little sign of improvement in the near future.
According to well-known industry insider, @mingchikuo, NVIDIA is likely to delay the release of its mid-range RTX 50 series, potentially pushing the timeline up by a month to alleviate some of the strain on its supply chain.
Gamers and power users are eager to get the RTX 5090 and 5080, but chip supply constraints are causing shortages. Supply issues will likely push back mass production of the RTX 5070/5060 from the original Feb/Mar to Mar/Apr. Limited supply means these two cards will sell out…
— Ming-Chi Kuo (@mingchikuo) February 12, 2025
In a recent update, we noted that NVIDIA’s RTX 5070 is now expected to launch in early March; this aligns with Ming-Chi Kuo’s observations. The rationale behind the delay is straightforward—NVIDIA is struggling to meet the demand for its existing consumer GPUs. Consequently, the introduction of new models could lead to more rapid stock depletion, resulting in further disappointment for eager consumers.
An analysis from the user @kakashiii111 illustrates the dire supply situation, revealing that retailers in Taiwan received fewer than 100 units of the RTX 5090. This represents a crucial market for NVIDIA, which has seen comparable shortages in various regions. Reports indicate that many retailers reported “single-digit”inventory levels for NVIDIA’s RTX Blackwell GPU, highlighting Team Green’s inability to manage the current supply-demand dynamics effectively. Our projections suggest that easing of this situation may take several months.
After discussing with one of the largest stores in Taiwan, their entire chain received only 20 units of the 5090 and 300 of the 5080 last week as part of the first batch. Additionally, I spoke with numerous small sellers in Taiwan, most of whom were lucky to get 1–2 units for… pic.twitter.com/qZcBDOtfnp
— Kakashii (@kakashiii111) February 9, 2025
Postponing the mid-range GPU launch might strategically position NVIDIA to regain attention from consumers, particularly in light of AMD’s new RX 9070 series GPUs. If NVIDIA successfully navigates its supply chain issues and delivers on this launch, it could mitigate AMD’s growing dominance in the mainstream GPU market, especially as consumer sentiment appears to be leaning unfavorably towards NVIDIA.
Leave a Reply