游戏玩家有得熬了：RTX 50系显卡库存良好就被显存卡脖子

快科技02-26

快科技2月26日消息，今年的CES展会上NVIDIA最终没有发布RTX 50 Super系列显卡，主要就是内存涨价导致的显卡供应链混乱，今天的财报会议上NVIDIA也回应了这个问题。NVIDIA CFO Colette Kress确认了今年游戏行业可能会面临挑战的事实，她表示展望未来，尽管NVIDIA产品终端需求依然强劲，渠道库存依然健康，但他们预计供应限制将成为Q1及未来的阻力。对于他的表态，...

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stock","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1.97,"NVD3.UK":0.6,"NVDD":0.6,"NVDG":0.6,"2NVD.UK":0.6,"NVDX":0.6,"NVDB":0.6,"NVD2.UK":0.6,"NVII":0.6,"DIPS":0.6,"RTXG":0.6,"NVDY":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDU":0.6,"ANV":0.6,"3NVD.UK":0.6,"NVIW.SI":0.6,"NVDW":0.6,"NVDS.UK":0.6,"NVD":0.6,"SNVD.UK":0.6},"content_text":"快科技2月26日消息，今年的CES展会上NVIDIA最终没有发布RTX 50 Super系列显卡，主要就是内存涨价导致的显卡供应链混乱，今天的财报会议上NVIDIA也回应了这个问题。NVIDIA CFO Colette Kress确认了今年游戏行业可能会面临挑战的事实，她表示展望未来，尽管NVIDIA产品终端需求依然强劲，渠道库存依然健康，但他们预计供应限制将成为Q1及未来的阻力。对于他的表态，TPU网站解读为NVIDIA目前是确认了RTX 50系列显卡的库存状况良好，台积电生产的GPU芯片及内存厂商的GDDR7显存芯片目前是充足的，但随着库存消耗，供应将成为问题。他们还提到NVIDIA的团队正在确保台积电产能用于Blackwell架构GPU芯片生产，因此问题不会出现在这一环节，主要还是NVIDIA合作的内存厂商供应GDDR7显存面临限制，导致NVIDIA除了在高利润的服务器显卡之外几乎没有可用资源。说了这么多，实际上大家都明白怎么回事——NVIDIA的表态意味着他们的显卡库存暂时还行，但是接下来供应就要受限了。NVIDIA自己能保证的是GPU芯片，但显存芯片他们不生产，也管不了三星等公司的供应，而NVIDIA肯定是优先确保AI显卡用的GDDR或者HBM显存供应的，游戏显卡所用的GDDR显存就听天由命，不得不被供应卡脖子，只有AI显卡满足之后才会打包GPU和显存芯片给显卡厂商。毕竟AI卡贡献了NVIDIA至少90%的营收和利润，游戏卡这点利润在当前已经没有什么吸引力了，最终还是要游戏玩家承担后果，要么接下来没货，要么显卡继续涨价。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like 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游戏玩家有得熬了：RTX 50系显卡库存良好 就被显存卡脖子

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游戏玩家有得熬了：RTX 50系显卡库存良好就被显存卡脖子