紧急吃瓜！英伟达GPU供应要缩水了，第一刀砍向RTX 50系列

Core Viewpoint - NVIDIA plans to significantly reduce the production of its GeForce RTX 50 series graphics cards by 30%-40% in the first half of 2026, prioritizing high-profit models over mid-range options [1]. Group 1: Production Cuts and Market Impact - The reduction in production will primarily affect the RTX 5060 Ti 16GB and RTX 5070 Ti models, which are popular among mid-range gamers [6]. - Consumers may face a choice between lower-spec 8GB graphics cards or higher-priced models due to the limited availability of 16GB options [9]. - The anticipated increase in NAND and DRAM memory costs could lead to higher overall prices for gaming systems, potentially discouraging consumer purchases [5]. Group 2: Supply Chain Challenges - A shortage of memory, particularly GDDR7, is contributing to the production cuts, as NVIDIA cannot produce at full capacity without sufficient memory supply [4]. - The price of GDDR5 memory has already begun to rise, which, combined with reduced GPU production, may result in a dual impact of shortages and price increases in the GPU market by 2026 [10]. Group 3: Competitive Landscape - The situation has prompted discussions among consumers about switching to AMD as a potential alternative, indicating a shift in competitive dynamics within the GPU market [11].