Key Takeaways
Created with AI - we're still experimenting, so apologies if it misses the mark
- Nvidia is expected to reduce production of GeForce RTX 50 series graphics cards by up to 40% in Q1 2026 due to a memory shortage.
- The production shift may focus on more profitable RTX Pro cards and higher-bandwidth, lower-VRAM cards like the RTX 5080.
- Consumers might find up to 40% fewer mid-range RTX 50 series cards in stores during the first half of 2026, potentially leading to price increases.
- The RAM shortage is expected to persist beyond 2026, which could affect Nvidias future GPU lineup. (This information should be considered speculative as Nvidia has not yet issued an official statement.)
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Nvidia Shifts Production Towards More Profitable RTX Pro and RTX 5080 Cards in Q1 2026 Due to Memory Shortage
Nvidia is projected to cut production of its GeForce RTX 50 series graphics cards in the first months of 2026, according to industry sources cited on the Chinese Board Channels Forum. The company could reduce discrete GPU production by as much as 40% in Q1 2026 due to an ongoing memory shortage. Instead, Nvidia may focus on producing more profitable RTX Pro cards, as well as higher-bandwidth, lower-VRAM cards like the RTX 5080. This production shift is attributed to a shortage of GDDR6 and GDDR7 memory, as a significant portion of global chip production is being diverted to the AI market and data centers. Recently, companies such as Micron have announced plans to exit the consumer memory market in favor of supplying RAM for AI servers.
Nvidia’s GPU Shortage Predicted to Affect Mid-Range RTX 50 Series Cards in Q1 2026, Leading to Potential Price Increases and Limited Supply
This situation could mean consumers find 30 to 40% fewer RTX 50 series cards in stores during the first half of 2026, compared to the same period in 2025. The initial impact may be felt by consumers looking for mid-range cards like the RTX 5070 Ti and RTX 5060 Ti with 16 GB of VRAM. Limited GPU supply may also lead to price increases for more affordable GPUs with 12GB of VRAM, such as the RTX 5060 Ti and RTX 5070 Ti. The RAM shortage is expected to persist beyond 2026, potentially affecting Nvidia’s upcoming GPU lineup. While these market effects are anticipated, Nvidia has not yet issued any official statement regarding these reports. Therefore, this information should be regarded as speculative.
In Case You Missed It
In recent tech news, Intel’s Arc series graphics cards are causing a stir in the GPU market. Marcus Thompson, writing for Playersforlife on December 18th, 2025, discovered that the Intel Arc B580 has been making waves at Mindfactory, Germany’s largest online retailer. Not only did it outsell several AMD and NVIDIA competitors like the Radeon RX 9070 and GeForce RTX 5060 Ti with 8 GB of memory, but it also secured the 12th position, selling around 40 units. Meanwhile, Marcus also explored another fascinating development in his latest piece, “Falcom Joins AI: Tasks That Took 2 to 3 Hours Can Now Be Done in About 10 Minutes”, published on the same day. Here, he reveals how Japanese game giant Falcom is integrating AI into its development process, transforming tasks that once took hours into quick-minute jobs. And speaking of recent news, Ahmed Hassan’s latest piece, “Dell to Hike PC Prices Up to 30%, Targeting RAM and SSDs”, published December 19th, delves into an upcoming price surge for Dell PCs due to global demand outstripping supply of key components like RAM and SSDs. If you’re in the market for a new PC, you might want to check out these articles – Intel’s Arc B580 sales Intel Arc B580 Starts Appearing in Sales and Even Surpasses Some AMD and NVIDIA GPUs, Falcom’s AI integration Falcom Joins AI: “Tasks That Took 2 to 3 Hours Can Now Be Done in About 10 Minutes, and Dell’s price hike Dell to Hike PC Prices Up to 30%, Targeting RAM and SSDs – to stay informed about the latest happenings in tech.
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Links to external sources for further reading
- Key Pointshttps://www.fool.com/investing/how-to-invest/stocks/nvidia-stock-forecast/
- NVIDIA RTX 50 GPU supply may decrease by nearly half in 2026https://www.androidheadlines.com/2025/12/nvidia-rtx-50-gpu-supply-may-decrease-by-nearly-half-in-2026.html
- Summaryhttps://www.xda-developers.com/nvidia-reportedly-cut-gpu-production-by-40-percent-2026-memory-crisis/
- NVIDIA RTX 50 GPU supply reduction will mostly impact lower-end card modelshttps://www.androidheadlines.com/2025/12/nvidia-rtx-50-gpu-supply-may-decrease-by-nearly-half-in-2026.html
- 2026 forecasthttps://www.fool.com/investing/how-to-invest/stocks/nvidia-stock-forecast/
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