The "Wait and See" party has completely lost! NVIDIA has raised the prices for all of its graphics cards: none are spared.

In fact, NVIDIA had already issued a price increase notice for the GeForce RTX 5090 and RTX 5090 D V2 GPU KIT in May. This adjustment merely extended to other GeForce products within the product line. Besides GDDR7, GeForce products using GDDR6 memory were also raised in price, meaning that from the flagship RTX 5090 to mainstream GeForce product lines, the memory cost was comprehensively increased. The prices of AIC partners' purchase prices rose accordingly. In the cost composition of a graphics card, components such as active components, passive components, cooling modules, PCB, and packaging materials also faced continuous pressure of price increase, although the increase was not as significant as that of the memory. In June, it was reported that AMD had confirmed a price increase for GDDR6 memory. Now NVIDIA has followed suit, and the partners of the three GPU manufacturers will face the possibility of an increase in the original factory price every quarter. The root cause of this round of price increase lies in the upstream DRAM market. The demand for HBM in the AI data center has skyrocketed, squeezing the capacity of TSMC's advanced manufacturing processes and the DRAM capacity allocation of the three storage manufacturers, resulting in a tightening of non-HBM DRAM supply. Currently, the price of GDDR7 memory per 2GB has increased by nearly $20, and for an 8GB specification, the raw material cost of the single card graphics card increases by approximately $560. For players who have been holding back and waiting for a price reduction to purchase, this wave of market conditions means that the price of graphics cards will not fall in the short term but may further rise. The direct reason for this price increase is that upstream storage manufacturers are shifting their wafer production capacity to HBM high-bandwidth memory. The demand for HBM in the AI computing market is continuously strong, and the profit margin is much higher than that of consumer-level GDDR memory. Storage manufacturers naturally prioritize HBM orders, resulting in the compression of GDDR production capacity for graphics cards, and the particle prices subsequently increase, with the cost pressure ultimately being passed on to the end graphics card products. The tightening of the supply side further exacerbated market tensions. Reports indicated that since late July, the supply of the RTX 50 series from various graphics card brands will further tighten, with the degree of supply shortage far exceeding that in mid-to-late July. Currently, the market circulation is mainly composed of end-of-life inventory. The bulk supply stage has basically ended. In addition, new product releases have also been affected. Recently, NVIDIA has delivered the GeForce RTX 50 SUPER series GPUs to AIB partners, but then informed them to postpone the release. The product development has been completed but no new release schedule has been provided, and the direct reason is that the price of GDDR7 memory particles is too high. The RTX 5050 9GB model for the entry-level market has also been put on hold due to the price issue of three 3GB GDDR7 particles. This project is likely to have been suspended or cancelled. The anxiety of the player community has significantly increased after the news spread. Many users planning to upgrade their graphics cards are worried that the pricing of new products will increase significantly. Those who were planning to upgrade to RTX 5070 or 5080 have begun to hesitate whether they need to purchase in advance. Some users also pay attention to whether mid-range second-hand graphics cards will follow the market trend and consider using old cards for a transition until the market situation becomes clear. The recent phenomenon of increased shortages of certain model graphics cards, accelerated inventory clearance by recycling merchants, has further exacerbated the panic expectations in the market.