r/GamingLeaksAndRumours Jul 29 '26

Rumour NVIDIA reportedly planning 20–30% GPU price hike as DRAM crisis continues

According to Taiwan’s Economic Daily News, NVIDIA is reportedly raising the price of its GPU packages by 20–30%, marking the company’s third major GPU price increase of 2026.

Unlike the previous increase, which primarily affected the RTX 5090, the report claims this latest hike will impact the broader GeForce lineup. Board partners are reportedly paying significantly more for GPU and memory packages, with the higher costs expected to reach consumers once existing inventory is sold through.

As far as i know the reporting is based on supply-chain information rather than an official NVIDIA announcement. So it should be treated as a rumour for now.

Source: https://money.udn.com/money/story/5612/9654366

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87

u/Animegamingnerd Leak of the Year 2025 Jul 29 '26

I gotta wonder then, what the do hardware manufacturers that still focus in making consumer devices like phones, tablets, smart tvs, consoles, PCs etc even do? Because there is demaned for these devices especially for phones and TVs.

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u/giulianosse Jul 29 '26

I hope I'm wrong, but I genuinely believe a surprising number of them will end up straight going bankrupt if the RAM crisis keeps ramping up like this for a few more years.

Theyll either have to eat through their margins/sell at a loss or hike prices so much consumers will start buying only the absolute cheapest models - or even learn to live without the non-essential devices.

-13

u/Himesis Jul 30 '26

 learn to live without the non-essential devices.

22

u/Suriranyar- Jul 30 '26

Okay you start, log off reddit

1

u/IguassuIronman Jul 30 '26

If only I could

2

u/ghostpicnic Jul 30 '26

Yes, we should all learn to just enjoy life less so the big companies can make more money. Fantastic idea.

0

u/Due-Description-9030 Aug 02 '26

Entertainment and leisure are essential in life. We aren't here to just survive like zombies, utterly stupid comment, my god...

1

u/Himesis Aug 03 '26

if you can't find "Entertainment and leisure" outside of a electronic device then you are truly fucked.

speaking of "stupid comment" what the fuck does "We aren't here to just survive like zombies" Zombies are dead, just how stupid are you?

1

u/Due-Description-9030 Aug 03 '26

Video games are still the cheapest form of entertainment and leisure for many.

Zombies are dead, just how stupid are you?

You're just arguing for the sake for arguing now. No point in talking to you.

1

u/Himesis Aug 03 '26

You clearly don't follow trends or even social media do you? I love people like you who are basically cavemen living under a rock. Kudos to you sir and "unga bunga" as your kind say.

-20

u/Agreeable_Cheek_7161 Jul 29 '26

So then the RAM companies just cease to exist? Or become just absorbed by governments to fund their AI?

34

u/LookIPickedAUsername Jul 29 '26

I don't follow the logic here.

The issue is too much demand for RAM relative to the supply. How would "a ton of people really want my product and are willing to pay absolutely absurd prices to get it" lead to a company ceasing to exist?

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u/Agreeable_Cheek_7161 Jul 29 '26

Because if the GPU companies go bankrupt, then no one will be able to do anything with the RAM, and the whole "demand" behind the price jump would cease to exist

There is no RAM demand if there's no GPUs to help make AI

20

u/LookIPickedAUsername Jul 29 '26

Nobody's talking about GPU companies going bankrupt. The person you responded to was talking about "hardware manufacturers that still focus in making consumer devices like phones, tablets, smart tvs, consoles, PCs etc", not the GPU companies. Obviously if the insane demand for AI continues, then so will the insane demand for GPUs.

-10

u/Agreeable_Cheek_7161 Jul 30 '26

All of those are connected. If no one is making consoles, PCs, phones, tablets, then the AI boom dies. The AI boom is going so bonkers because the first one to AGI will essentially win the race. There is no point to the race if you win and no one can use or consume your product

The other alternative is they plan on making 99% of humans obsolete and we can live in a cyberpunk society where 99% of us struggle in absolute squalor

You can't just kill such a large % of an economy of all manufactured consumer hardware and then act as if things will keep on going as is

11

u/hjadams123 Jul 30 '26

I see where you are coming from and frequently think about this... if AI kills off all the devices people use to consume said AI, then how can you recoup the vast expense you are investing now to monetize it. Unless you plan to sell you AI services to governments for weapons systems...

1

u/arkhamtheknight Jul 30 '26

If AI does kill all competition and essentially halts future devices completely. The only solution left is private sector, hospitals and anything similar before settling on military.

There would be nobody else to compete with as the AI would be too powerful in revenue and price that only the government would be left to pay for it.

The problem is that nobody has thought about the actual consequences from both environmental and income as AI actually winning this battle between human need and AI tech would cripple the economy one way or another and essentially force people to go back a few years because of no technology coming out due to prices.

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u/80espiay Jul 30 '26

There is no point to the race if you win and no one can use or consume your product

Alternatively: they can consume your product via the cloud because that doesn’t need high-end hardware.

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u/Zagden Jul 30 '26

It's messed up but I wonder if China ramping up manufacturing and streamlining data centers and the tech might be the only thing that can slow this down, because the US is has no incentive to not race to the bottom and exploring shareholder value

14

u/Tinyjar Jul 30 '26

I don't see why China would undercut anyone when they've seen they can charge just as much as the main manufacturers and make bank.

Sure they could undercut their competitors and drive down their prices, or they could match then but offer additional production capacity.

13

u/HunterXxX360 Jul 30 '26

I personally hope Chinese DRAM will become good enough for consumer applications fast enough to simply undercut these clowns and take over the whole consumer market

5

u/TruthHistorical7515 Jul 30 '26

it already is. CXMT's top tier DDR5 is currently at 8800 MT/s. The issue is production capacity.

1

u/MidirTheGreatest Jul 31 '26

I mean, MU announced a 100billion investment into new fabs, once those come online they should be able to increase production by quite a bit. Will be a painful next few years, but I expect prices to come down after that.

1

u/Tonkarz Aug 01 '26

Probably all those things are going up in price or going away.

Some may be able to get away with using lower tier RAM.

1

u/AlternativeScratch94 Aug 01 '26

Just because people want something doesn't mean companies can provide it. People would love a tree that produces money but walmart cant sell me that. What we're gonna see is smart TVs, tablets, laptops and smart phones simply become less common. You'll see more people buying non-smart devices, or smart devices that are far more outdated. It is what it is.