Next-Gen GPU Rumour Round-Up: AMD RDNA 5 and Nvidia 60-Series Delayed Until Mid-2027 or 2028, but RTX 50 Super Coming Sooner - Digital Foundry

Recent rumors suggest that both NVIDIA and AMD are delaying their next-generation graphics processors. NVIDIA's RTX 60-series “Rubin” 3nm chips are expected to launch in mid-2027 or 2028, while its RT... Read original →

The bottleneck in 3nm production and EUV lithography capacity is triggering systemic delays across GPU roadmaps, not only pushing back NVIDIA’s Rubin and AMD’s RDNA 5 but also hindering GDDR7 memory ecosystem scaling. TSMC (Taiwan, China), as the dominant foundry, prioritizes AI accelerator orders like H100/B100, sidelining consumer GPU wafer allocation. Export controls on advanced semiconductor equipment from the U.S. amplify supply chain fragility, forcing firms to carry costly buffer inventories. Strategically, NVIDIA’s RTX 50 Super launch is a tactical move to maintain premium pricing during the gap, while AMD may pivot toward integrated AI PC graphics to offset discrete GPU slippage. Over the next 12–24 months, extended upgrade cycles will reshape channel inventory models and boost cloud gaming and secondary markets—slower hardware leaps will elevate software optimization and architectural efficiency as key differentiators.