RTX 5090缺货问题将缓解，台积电调整产能助英伟达提升产量

TechWeb02-19

【TechWeb】过去一段时间，NVIDIA（英伟达）的RTX 5090显卡在市场上出现了严重的缺货现象，甚至加价也难以购得。然而，根据最新的报道，这种情况即将得到改善。据悉，由于数据中心GB200芯片的需求低于NVIDIA的预测，合作伙伴台积电计划将其4nm晶圆的过剩产能用于生产RTX 5090消费级GB202芯片。这一调整预计将显著增加RTX 5090的供应量。自RTX 5090上市以来，全球...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2512817306?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-02-19 16:41","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2512817306","market":"us","top_or_hot":-1,"title":"RTX 5090缺货问题将缓解，台积电调整产能助英伟达提升产量","media":"TechWeb","content":"<div>\n<p>【TechWeb】过去一段时间，NVIDIA（英伟达）的RTX 5090显卡在市场上出现了严重的缺货现象，甚至加价也难以购得。然而，根据最新的报道，这种情况即将得到改善。据悉，由于数据中心GB200芯片的需求低于NVIDIA的预测，合作伙伴台积电计划将其4nm晶圆的过剩产能用于生产RTX 5090消费级GB202芯片。这一调整预计将显著增加RTX 5090的供应量。自RTX 5090上市以来，全球...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250219164157a24b9f50&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>RTX 5090缺货问题将缓解，台积电调整产能助英伟达提升产量</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRTX 5090缺货问题将缓解，台积电调整产能助英伟达提升产量\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-19 16:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250219164157a24b9f50&s=b><strong>TechWeb</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【TechWeb】过去一段时间，NVIDIA（英伟达）的RTX 5090显卡在市场上出现了严重的缺货现象，甚至加价也难以购得。然而，根据最新的报道，这种情况即将得到改善。据悉，由于数据中心GB200芯片的需求低于NVIDIA的预测，合作伙伴台积电计划将其4nm晶圆的过剩产能用于生产RTX 5090消费级GB202芯片。这一调整预计将显著增加RTX 5090的供应量。自RTX 5090上市以来，全球...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250219164157a24b9f50&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2357305700.SGD","symbol_name":"Allianz Global Artificial Intelligence ET H2-SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250219164157a24b9f50&s=b","article_id":"2512817306","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250219164157a24b9f50&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2512817306","pubTimestamp":1739954515,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"据悉，由于数据中心GB200芯片的需求低于NVIDIA的预测，合作伙伴台积电计划将其4nm晶圆的过剩产能用于生产RTX 5090消费级GB202芯片。这一调整预计将显著增加RTX 5090的供应量。自RTX 5090上市以来，全球多数市场都面临着缺货问题，供应商也没有RTX 50系列的有效库存。如果这一消息得到证实，那么一个月后RTX 5090的供应量将大幅增加，从而改变目前市场上“一卡难求”的状况。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","RTX":"雷神技术公司","2NVD.UK":"2X NVIDIA ETP","NVDL":"GraniteShares 2x Long NVDA Daily ETF","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","NVDS":"Tradr 1.5X Short NVDA Daily ETF","SNVD.UK":"LS -1X NVIDIA","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","TSM":"台积电","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","3NVD.UK":"LS 3X NVIDIA","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","NVIW.SI":"NVDA 3xLongSG261006","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","NVDA":"英伟达","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","NVD3.UK":"LS 3X NVIDIA","03145":"华夏亚洲高息股","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","NVDS.UK":"LS -1X NVIDIA","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","NVD":"GraniteShares 2x Short NVDA Daily ETF"},"translate_title":"The shortage of RTX 5090 will be alleviated, and TSMC adjusts production capacity to help Nvidia increase production","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03145":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"NVDD":0.6,"NVDL":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"RTX":1,"SNVD.UK":0.6,"TSM":1},"content_text":"【TechWeb】过去一段时间，NVIDIA（英伟达）的RTX 5090显卡在市场上出现了严重的缺货现象，甚至加价也难以购得。然而，根据最新的报道，这种情况即将得到改善。据悉，由于数据中心GB200芯片的需求低于NVIDIA的预测，合作伙伴台积电计划将其4nm晶圆的过剩产能用于生产RTX 5090消费级GB202芯片。这一调整预计将显著增加RTX 5090的供应量。自RTX 5090上市以来，全球多数市场都面临着缺货问题，供应商也没有RTX 50系列的有效库存。NVIDIA已经意识到这一问题的严重性，并开始采取措施提高RTX 50系列的生产量，特别是在AMD RX 9070 XT即将上市的情况下。消息指出，随着产能的提升，微星、技嘉等AIC（显卡制造商）将会获得大量的GB202芯片。考虑到运输和制造周期，新的芯片预计将在一个月内开始改善市场库存情况。如果这一消息得到证实，那么一个月后RTX 5090的供应量将大幅增加，从而改变目前市场上“一卡难求”的状况。值得一提的是，NVIDIA近90%的营收来自数据中心产品，而消费级GPU的利润远不如AI芯片。这或许是RTX 50系列显卡一直产能紧缺的一个重要原因。同时，AMD即将推出的RX 9070系列显卡将针对RTX 5070 Ti进行竞争，而为了取得市场胜利，AMD可能需要设定更具竞争力的定价策略。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"CCBot/2.0 (https://commoncrawl.org/faq/)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.32.1","shortVersion":"4.32.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2512817306"}