According to Chinese Board Channels, a reliable source of GPU news, AMD's add-in board (AIB) partners are preparing for another round of GPU price increases. They also seem to be shifting their product focus toward 8 GB Radeon models. After distributors implemented a 5-10% price adjustment in January, another increase is reportedly planned for February or March, though the exact percentage is not yet known. Board Channels also reports that AMD is expected to prioritize stocking 8 GB SKUs such as the Radeon RX 9060 XT 8 GB and the older RDNA 3-based RX 7650 GRE, rather than the 16 GB SKUs like the Radeon RX 9070 XT. This shift is due to a shortage of GDDR6 memory, which is reducing the profit margins for AIBs without a significant price increase.
Distributors reportedly stocked up after January's price increase, which could lead to uneven availability if resellers hold onto inventory in anticipation of another adjustment. With DRAM prices having risen sharply in recent months, manufacturers are reassessing which memory configurations to produce, favoring 8 GB variants because they are cheaper to manufacture. This shift might also cause some 16 GB parts to become more expensive, narrowing the price gap between AMD and NVIDIA in the midrange market. The earliest effects of these changes are expected to be seen in mainland China, where partners may allocate more volume to 8 GB cards and reduce the output of certain 16 GB GRE and non-GRE models. We are yet to see how it reflects on the Western stores and pricing imposed by retailers like Amazon, Newegg, and others.