NVIDIA is reportedly planning a substantial reduction in the production of its upcoming GeForce RTX 50 series graphics cards, with potential cuts of up to 40% anticipated in the first half of 2026. This move is attributed to widespread memory shortages affecting not only GPU VRAM but also other memory components crucial for the DIY PC market.
Key Takeaways
- NVIDIA may reduce RTX 50 series production by 30-40% in early 2026.
- The shortages impact GDDR6, GDDR7, and other motherboard-related memory.
- The RTX 5070 Ti and RTX 5060 Ti 16GB models are expected to be affected first.
- Adjustments may also target the Chinese market to balance supply and demand.
Memory Constraints Drive Production Adjustments
Reports from Asian supply chain sources suggest that NVIDIA is considering a significant cutback in its GeForce RTX 50 series GPU manufacturing for the first six months of 2026. The overall supply during this period could be down by approximately 30-40% compared to the same timeframe in 2025. This decision is reportedly not solely due to GPU VRAM availability but also encompasses broader shortages of GDDR6, GDDR7, and other memory components, including DDR5 and DDR4 used in motherboards.
Specific Models and Markets Targeted
While the exact percentage remains unconfirmed, some reports indicate that specific models, namely the GeForce RTX 5070 Ti and the RTX 5060 Ti 16GB, are likely to experience the earliest supply adjustments. These cards are often considered strong value propositions within the RTX 50 lineup. Furthermore, NVIDIA might adjust its allocation strategies for add-in board (AIC) partners, particularly in Mainland China, to better align supply with evolving DIY market conditions and maintain a balance between supply and demand.
Broader Industry Impact
These potential production cuts by NVIDIA are part of a larger trend. Similar reports have emerged in recent months suggesting that both AMD and NVIDIA were already contemplating GPU output reductions due to memory shortages. Additionally, motherboard manufacturers like ASUS have reportedly been slowing down their production plans. While these rumors originate from regional sources and may not fully reflect global supply conditions, they point towards a potentially broader, industry-wide production adjustment rather than a localized issue.
Industry analysts are closely watching for official statements from NVIDIA or its partners to confirm these developments. The situation highlights the ongoing challenges in the global semiconductor supply chain, particularly concerning memory components, which could impact the availability and pricing of next-generation graphics cards for consumers.
Via Board Channels
According to the latest rumors, NVIDIA is also taking into account the long-cycle impact of storage products, and may adjust its GPU supply strategy for AIC brands in the Mainland China market. The goal would be to better adapt to changes in the DIY market environment and maintain a balance between supply and demand for graphics card sales. Based on unconfirmed and potentially inaccurate information, NVIDIA is rumored to be planning production cuts for overall RTX 50 series GPU output during the first half of 2026, with supply expected to be about 30 to 40% lower year over year compared with the first half of 2025.
Via Benchlife
In addition to the news from Board Channels, several AIC partners and component suppliers have also mentioned to us that NVIDIA will be the first to adjust the supply of GeForce RTX 5070 Ti and GeForce RTX 5060 Ti 16 GB GDDR7.
