The ban on the GeForce RTX 4090 in China has led to a surge in demand for AMD’s Radeon RX 7900 series graphics cards. Reports suggest that stocks of the Ada flagship have nearly dried up, creating an opportunity for scalpers and malfeasants in the market. As a result, the popularity of AMD’s Radeon RX 7900 series has soared, with the Radeon RX 7900 XT and 7900 XTX selling rapidly in China.
The ban on the GeForce RTX 4090 has propelled the 7900 XTX to the status of the fastest GPU for rasterization, surpassing the RTX 4080. This has placed significant pressure on the GPU supply chain, and stocks of the top-end RDNA 3 graphics cards have dwindled. In response to the increased demand, AMD’s planned production of the RX 7900 series GPUs is expected to fall short, leaving the market vulnerable to price fluctuations, scalping, and hardware shortages. Stocks of these Radeon cards are anticipated to remain limited for the remainder of 2023, potentially extending into the initial months of 2024.
Despite the surge in demand for Radeon cards, regional sources have reported that there is currently no notification of a ban on these cards in China. However, the market remains susceptible to disruptions due to the ban on the GeForce RTX 4090.
In a twist of fate, NVIDIA is said to be working on a GeForce RTX 4090 “D” graphics card specifically for the Chinese market. This new card is expected to offer similar performance to the stock RTX 4090, with nominal cuts to the SM count and possibly memory.
The situation in the Chinese GPU market remains fluid, with both AMD and NVIDIA facing challenges as a result of the ban on the GeForce RTX 4090. The gaming and technology community will be closely monitoring the developments and their impact on the industry moving forward.