TSMC · TSM Daily Market Briefing

Bearish

TSMC's wafer price hikes lead to up to 30% increase in Nvidia RTX 50 series GPU prices

In the past 24 hours, TSMC's recent price increases for advanced process wafers have significantly impacted the GPU market. Nvidia has raised the prices of its RTX 50 series graphics cards by up to 30% in South Korea, attributing the hike to TSMC's wafer price adjustments and the rising cost of GDDR7 memory modules. This development suggests potential ripple effects on global GPU prices in the near future.

Key points

  • Nvidia's RTX 50 series GPU prices in South Korea have surged by up to 30% due to TSMC's wafer price hikes and increased GDDR7 memory costs.
  • Major graphics card manufacturers have temporarily halted shipments in anticipation of higher prices, with some brands contemplating 20-30% pricing increases.
  • The flagship RTX 5090 has experienced the steepest increase, selling for up to 7.3 million KRW ($5,112), rising by nearly $1,050 in just a month.

Sources

AI-generated from public news sources. Not financial advice.

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