Tuesday, March 18th 2025
Yeston Predicts Stabilization of Radeon RX 9070 Series Supply After April
Coverage of Radeon RX 9070 XT and RX 9070 launch batches has mainly focused on Western market conditions, with little insight into goings-on in China. AMD and board partners held a special RDNA 4 kick-off event in Beijing at the end of February, roughly twelve hours in advance of their international presentation. According to VideoCardz, initial supplies of Yeston's Sakura and Sakura Atlantis graphics cards were snapped up quickly by regional customers. The Chinese AIB specializes in brightly-hued shroud and backplate designs, often decorated with "waifu" illustrations and miscellaneous cute graphics. Unfortunately, interested parties from abroad are limited to importing from local retail platforms.
Yeston's social media accounts have alerted potential customers to re-stocks and connected developments—their latest bulletin hints about an improved situation, following another swift depletion of refreshed stock: "hello everyone! Thank you for the support! We have received a lot of messages and would love to inform you now the supply is unstable, but we will restock every week. Please don't be frustrated if you didn't get it. The supply will become stable and continue to be available after April." Interestingly, this morning's message did not touch upon the controversial topic of price hikes. At launch, Yeston's latest Navi 48 GPU-based offerings conformed or floated just above Team Red baseline MSRP (including VAT)—4999 RMB (~$686 USD) for XT, 4499 RMB (~$617 USD) for non-XT—likely boosting demand around that time. Last week, AMD board partners in Japan expressed concerns about current supply constraints—GPU market share in that region had climbed to ~45%, due to the popularity of RX 9070 Series graphics cards. Team Red could lose ground if GPU allocation limitations continue.
Sources:
Yeston Official Tweet, VideoCardz
Yeston's social media accounts have alerted potential customers to re-stocks and connected developments—their latest bulletin hints about an improved situation, following another swift depletion of refreshed stock: "hello everyone! Thank you for the support! We have received a lot of messages and would love to inform you now the supply is unstable, but we will restock every week. Please don't be frustrated if you didn't get it. The supply will become stable and continue to be available after April." Interestingly, this morning's message did not touch upon the controversial topic of price hikes. At launch, Yeston's latest Navi 48 GPU-based offerings conformed or floated just above Team Red baseline MSRP (including VAT)—4999 RMB (~$686 USD) for XT, 4499 RMB (~$617 USD) for non-XT—likely boosting demand around that time. Last week, AMD board partners in Japan expressed concerns about current supply constraints—GPU market share in that region had climbed to ~45%, due to the popularity of RX 9070 Series graphics cards. Team Red could lose ground if GPU allocation limitations continue.
12 Comments on Yeston Predicts Stabilization of Radeon RX 9070 Series Supply After April
Meanwhile, prices are hiking, not decreasing. AMD royally screwed up launch of RX 9070 series.
Here's how much gaming matters to AMD and Nvidia:
They are required by law to focus on the market where there is most money to be made and currently that is not gaming. TSMC has limited capacity of how much chip they can make for them so when they decide which ones to make they will go for the ones where there is most profit.
If they would do differently and you would hold their shares you could sue them and probably win or at least settle.
All those numbers are in the past and therfore history. AMD is focusing on Gaming to win and expand market share. Maybe to 2-3 Billion if not all the dGPU market.
~45% market share already in Japan for AMD dGPUs. Doesn`t matter what Nvidia is doing, AMD has it`s own goals to reach ~70% market share in Gaming.
The AMD Radeon "Gaming Division" was a little bit weak during 2024, now it`s time to strengthen it to be number one again for AMD (ATI).
Q4
Gaming segment revenue in the quarter was $563 million, down 59% year-over-year, primarily due to a decrease in semi-custom revenue.
- For 2024, Gaming segment revenue was $2.6 billion, down 58% compared to the prior year, primarily due to a decrease in semi-custom revenue.
Q3Gaming segment revenue was $462 million, down 69% year-over-year and 29% sequentially primarily due to a decrease in semi-custom revenue.
Q2
Gaming segment revenue was $648 million, down 59% year-over-year and 30% sequentially primarily due to a decrease in semi-custom revenue.
Q1
Gaming segment revenue was $922 million, down 48% year-over-year and 33% sequentially due to a decrease in semi-custom revenue and lower AMD Radeon™ GPU sales.
ir.amd.com/financial-information/financial-results
They want to increase their market share in dGPUs but they will not sacrifice EPYC, Instinct nor Ryzen for that, in that order.
Meaning you will see stock improve but slowly and it will never be so plenty of them that prices will plummet. Not until TSMC can produce more chips, or Samsung/Intel step up their game.
You know the one with an up-skirt picture of the Waifu in her wedding dress, the Sakura RX 9070 XT, seems to be always in stock. Although, expect to pay a 80 to 90 bucks premium over local MSRP.