传英伟达暂停生产RTX 50系列显卡

Core Viewpoint - The rapid development of artificial intelligence is causing significant challenges for PC assemblers, leading to a surge in DDR5 memory prices and a new round of GPU shortages [1] Group 1: GPU Production Cuts - NVIDIA plans to reduce the production of the RTX 50 series GPUs by 15% to 20% until at least Q3 2026 due to increased demand from AI data centers [1] - This production cut will affect all RTX 50 series graphics cards, including the flagship RTX 5090, resulting in a more limited supply than before [1] - The RTX 5070 Ti will see a significant drop in production, while the RTX 5080 and RTX 5060 Ti 8GB will continue to be in limited supply [1] Group 2: Market Impact and Supply Issues - Reports indicate that NVIDIA has ceased production of consumer-grade graphics cards due to overwhelming sales of AI products, with the RTX 5060 expected to be out of production for at least six months [1][2] - A large retailer has confirmed that the supply of the RTX 5060 is nearly exhausted, with recovery not expected until Q4 [2] - The shortage of GPUs is part of a broader trend affecting the PC hardware market, including SSDs and HDDs, with ASUS previously announcing the discontinuation of the RTX 5070 Ti but later retracting the statement after NVIDIA assured continued supply [2] Group 3: Price Increases and Future Projections - The surge in DRAM prices is impacting the broader consumer electronics market, with expectations of smartphone prices rising this year [2] - IDC's recent report suggests that if the DRAM shortage persists, prices for PCs and smartphones could increase by nearly 10% by 2026 [2]