The thing to remember about NVIDIA is that their production levels are much higher to begin with due to their overwhelming marketshare. They have a lot more in

The thing to remember about NVIDIA is that their production levels are much higher to begin with due to their overwhelming marketshare. They have a lot more inventory in the channel at any given time, which gives them more of a buffer when GPU mining heats up. I actually think AMD's timing on increasing production is really questionable here. Barring another major runup in Bitcoin prices (altcoin profitability follows Bitcoin prices), which seems unlikely at the moment, network difficulty will continue to increase and mining profits are going to continue to decline. That means miners are going to taper off purchases, and some may even be dumping their rigs. So AMD is essentially increasing production at the exact moment when they may already have a problem with the market being flooded. The time when they needed to increase production was 4 months ago, it's too late now. On top of that, NVIDIA may be pushing out their new GPUs within the next few months, implying another step in efficiency which puts AMD's performance/efficiency even further behind. They are already about a generation behind (roughly competitive with Maxwell), despite being on similar nodes. I'd be prepared for NVIDIA to make a minimum of a half-gen step (30%), if not a full-gen step (60%). AMD's timing seems exquisitely poor here. They didn't want to bet on crypto, and now it's too late. Fortune favors the bold.