Nvidia(US:NVDA) 半导体行业观察·2025-04-20 03:50Core Viewpoint - The supply of NVIDIA GeForce RTX 5090D is reportedly being paused in the Chinese market, following the export restrictions on AMD MI308 and NVIDIA H20 to mainland China, indicating potential supply chain disruptions and market impacts [1][2]. Group 1: Supply Chain and Market Impact - NVIDIA has not officially notified its AIC partners about the suspension of GeForce RTX 5090D, with most communication being verbal, leading to uncertainty in the supply chain [1]. - Some AIC partners have already informed their supply chains to halt the procurement and production of GeForce RTX 5090D, indicating a significant shift in order priorities [1]. - Reports suggest that the news of the suspension is not unfounded, although it remains in the rumor stage without formal confirmation from NVIDIA [1]. Group 2: Product Specifications and Launch - The RTX 5090D was launched on January 30, 2023, as a special version compliant with U.S. export control regulations, featuring no difference in gaming performance compared to the flagship RTX 5090, but with a nearly 30% reduction in AI computing power [2]. - The official pricing for the RTX 5090D starts at 16,499 RMB (approximately 2,250 USD), highlighting its positioning in the market [2].