半导体芯闻·2025-11-25 10:58Core Insights - AMD has informed supply chain partners of a price increase for graphics cards starting from the New Year of 2026, with a minimum increase of 10% due to rising memory prices [1][2] - This marks AMD's second price adjustment in recent months, with the first aimed at internal cost absorption, impacting its profit margins [1] - The graphics card pricing has been a contentious issue, influenced by factors such as rising power consumption, cryptocurrency demand surges, and potential supply restrictions by manufacturers [1] Price Trends and Market Dynamics - The price increase is occurring amidst a broader trend of rising hardware prices, particularly in the data center sector, where there is a significant demand for GPUs, CPUs, and memory [1] - Memory prices have seen a dramatic increase, with single memory module prices rising nearly 200% in recent months, affecting the graphics card market directly [1] - AMD's flagship RX 9070 XT has struggled to reach its suggested retail price, only recently hitting a historical low of $599 during Black Friday, indicating potential volatility in pricing [2] Competitive Landscape - AMD is not the only company planning price hikes; NVIDIA has also delayed the release of its RTX 50 Super series due to memory shortages, suggesting a high likelihood of price increases in their offerings as well [2] - The profitability of data center operations may lead NVIDIA to prioritize profit margins over competitive pricing in the gaming segment [2]