Nvidia(US:NVDA) Xin Lang Cai Jing·2026-01-07 01:45Core Viewpoint - NVIDIA's RTX 50 Super series is expected to be announced at the upcoming CES event, despite previous concerns about supply chain issues and rising memory costs [1][5]. Product Updates - The RTX 50 Super series will upgrade memory capacity from 2GB to 3GB, representing a 50% increase, while most models will maintain the same number of CUDA cores [3][5]. - The RTX 5070 Super will be the exception, increasing its CUDA cores from 6144 to 6400, a rise of approximately 4.2%, and its memory from 12GB to 18GB, with a slight power increase from 250W to 275W, a 10% rise [3][6]. - Performance improvements for the RTX 50 Super series are estimated to be around 10% compared to existing products [6]. Pricing and Cost Implications - Initial predictions suggested a price increase of 5% to 10%, but due to skyrocketing memory costs, this estimate is no longer applicable [6]. - Current estimates indicate that memory costs have nearly doubled, potentially adding $100 to $150 to the total cost of the graphics cards, leading to retail prices that may exceed initial expectations [3][6]. Market Strategy - NVIDIA plans to resume production of the RTX 3060 model, indicating a reliance on the RTX 30 and RTX 40 series for the mid-range market, while transitioning the high-end market to the RTX 50 Super series [4][6]. - Some models in the RTX 50 series are experiencing supply shortages, suggesting a gradual exit from the mainstream market to make way for the new generation of products [4][6].