A rather anticipated outcome of the export ban on RTX 4090 GPUs to China on November 17th is that AMD's leading products, which were recently rumored to face a similar fate, are selling faster than AMD or its partners can produce them. In anticipation of the worst, some OEMs like Dell have reportedly imposed their own restrictions on exporting both Radeon and Instinct cards to China. Meanwhile, insiders in the industry have not yet received any official notice that they can no longer sell RX 7900 XTXs or XTs to DIY markets. However, vendors and consumers alike sense an approaching crisis and are purchasing as many high-end Radeons as they can since they are unable to obtain RTX 4090s.
It is reported that AMD's production capacity has been insufficient to meet this surge in demand, and the supply to Chinese board partners has been minimal. Regardless of any restrictions, the lack of available Radeon RX 7900 XTX and XT cards is causing a shortage in China that is expected to affect the rest of Q4 2023 and a significant portion of Q1 2024. While there are no immediate restrictions anticipated for AMD's top cards, it is possible that they may increase exports to meet the demand. However, this could be a risky move if AMD wants to avoid being targeted.
