Reports out of Taiwan now suggest that Nvidia has a gaming GPU inventory problem.
‘Semiaccurate’ reported on the issue yesterday, and cited excess inventory in the channel as the primary reason for new gaming GPU delay.
The glut is so severe that one top Asian OEM partner reportedly returned 300k GPUs to Nvidia.
This idea was discussed in more depth with members of my private investing community, The Razor’s Edge.
via Seeking Alpha