- The rumors of the supply chain suggest that Nvidia has been hiking for GeForce GPUs
- Blackwell game GPU could be set for price increases from 5% to 10%
- The new Trump agreement with China on prices has just occurred, but rumors hikes could already be in the pipeline
A dark cloud of potential price increases on Nvidia GeForce graphics cards, despite the news that there was a climb with Trump’s prices, which were a major concern about the price of these (and others) GPU.
Tom’s equipment has highlighted a report of Digitimes (the Taiwanese site – so keep in mind the problems of translation of the Chinese) which maintains that Nvidia recently increased its prices for “almost all its products”, with partners hikeing at their own prices.
The report claims to have information from the supply chain in Asia which indicate that it is the case, and that Nvidia is faced with “multiple crises” in terms of its global activities, with affected game graphics (models) as well as AI products.
Digitimes gives an example of an ASUS RTX 5090 model which has just amounts to 10%, while some of the other NVIDIA graphics cards are faced with price increases between 5%and 10%. The serious affairs of GPU IA is less affected, with up to 15% of price increases, we say (obviously, sprinkle a lot of seasoning with all this).
The causes of this problem include the direct prohibition of GPUs of AI sold to China (which includes RTX 5090, even if it is a high -end consumer advice, it is also ideal for AI tasks), as well as the new commercial prices of recent times. In addition to that, another point to keep in mind is that Nvidia has moved to the production of Blackwell fleas (RTX 5000) to US Factory from TSMC, which also inflated the costs.
Analysis: Uncertain and turbulent time
It is an unfortunate combination of factors, although indicated at the beginning, there was just a development in terms of Trump prices imposed on China (and vice versa) in the form of a 90 -day break (and a reduction of 115% for imports on the two markets).
However, if the above chatter of the supply chain is true, these price increases are already in the system. In other words, they will potentially increase to increase the prices of game graphics cards anyway. There is still a lot of uncertainty around the place where these commercial wars also take place in the near future, despite this undeniable positive relief to the situation.
In addition, prices are not the only element of this pricing equation, because there is also the cost that Nvidia slows down its production plans for Blackwell GPUs. More broadly, NVIDIA’s graphics cards remain difficult to find – at least near their recommended prices – and it does not seem that this situation will turn anytime soon.
However, we have a certain hope for the future. When production disruptions are settled and if the commercial prices are treated with positive longer-term policies to solve the battle between the United States and China, we must start to see the prices of the GPU improve. There is still a long way to go before you start to feel more optimistic about it, however.
Meanwhile, AMD will hope, competitive prices, hopefully, when its RX 9060 XT RX 9060 graphics cards arise (theoretically) a little more than a week. However, there are speculations that the red team may not go as low as I would ideally like it with these DNA 4 GPUs. What with the current Nvidia prices, there is not much pressure to encourage AMD to think of more affordable price tags itself, of course. (We are not short of rumors for this purpose, unfortunately – but we take them with a handful of salt, to be fair).
