nvidia faces critical shortages of rtx 5090 and 5080
Santa Clara, Thursday, 13 February 2025.
NVIDIA is grappling with major supply chain disruptions for its RTX 5090 and 5080 graphics cards, leading to an acute shortage. The limited deliveries are exacerbating market tensions and potentially affecting NVIDIA’s financial performance. Taiwanese retailers highlight that initial stocks were minimal, with some large stores receiving as few as 20 units of RTX 5090 and 300 units of RTX 5080. Smaller vendors received fewer, indicating a broader scarcity. This shortage could lead to significant price increases worldwide. Analysts have observed this low delivery frequency, though NVIDIA has yet to comment officially. The shortages have further implications as NVIDIA faces heightened competition from AMD, which is set to introduce its RX 9070 series. As NVIDIA works to adjust its supply chain, the industry is closely watching how it navigates these challenges.
Market impact and delivery numbers
The supply chain crisis has severely impacted NVIDIA’s market presence. According to Taiwanese retailers, the first batch of RTX 5090 consisted of less than 100 units for the entire market [1]. Large stores received only 20 RTX 5090 and 300 RTX 5080 units, while smaller vendors got just 1-2 units of RTX 5090 [1]. This scarcity has triggered concerns about price increases and market availability [1].
Production delays affect mid-range cards
The supply chain disruption has cascaded to NVIDIA’s mid-range products. According to analyst Ming-Chi Kuo, the RTX 5070’s production has been pushed from February to March, while the RTX 5060’s launch has been delayed from March to April [5][6]. These delays come at a crucial time as AMD prepares to launch its competing RX 9070 series in March, after postponing its initial January release [5].
Stock market implications
The supply chain crisis has contributed to significant market value fluctuations for NVIDIA [4]. The company faces increased pressure as it attempts to maintain its market position while dealing with semiconductor demand at record levels [4]. NVIDIA is actively working to adjust its supply chain strategy and strengthen partnerships to ensure stable future product supply [2].