Graphics card manufacturers may see revenue growth constrained due to the tight supply of NVIDIA's Ampere GPUs. The first GeForce RTX 30 series cards started hitting the market in September but supply isn't enough to meet demand.
Yesterday we also saw the reveal of AMD's Radeon RX 6000 series, which looks more competitive than expected. Shipments of the Navi 21-based GPUs start on November 18th.