Core Viewpoint - A photo circulating on social media shows a large number of MSI GeForce RTX 5090 graphics cards, raising questions about their authenticity and availability in China, especially given the U.S. government's export controls on NVIDIA products [1][5][10]. Group 1: Product Details - The RTX 5090 series is NVIDIA's flagship product, which has been subject to U.S. export controls, leading to the introduction of a China-specific version, the RTX 5090D, with a 29% reduction in AI computing power and a starting price of 16,499 yuan [5][10]. - The RTX 5090D v2 was launched in August to replace the banned RTX 5090D, featuring a further 25% reduction in memory and bandwidth while maintaining the same price [5][11]. - The AI computing power of the RTX 5090D was reduced from 3352 TOPS to 2375 TOPS, a decrease of approximately 29.15% [5][11]. Group 2: Market Dynamics - The RTX 5090 graphics cards are in high demand, with new units selling for over 22,000 yuan and used units priced between 20,000 and 21,000 yuan, significantly higher than the 16,499 yuan price of the RTX 5090D v2 [10][11]. - The scarcity of the RTX 5090 has led to speculation about potential lifting of restrictions in China, as well as increased prices due to its perceived value among consumers [10][11]. Group 3: Company Response - MSI has publicly distanced itself from the RTX 5090 graphics cards found in the viral photo, stating that they have never officially sold or distributed these products in mainland China [10][11]. - The company emphasized that any RTX 5090 products in China are not from authorized channels and do not come with MSI's quality control or warranty services [11]. - MSI's response is seen as a way to comply with NVIDIA's sales policies and mitigate potential risks associated with unauthorized sales [11]. Group 4: Financial Performance - MSI reported a revenue of 18.834 billion New Taiwan Dollars (approximately 4.375 billion yuan) in August 2025, a year-on-year increase of 14.68% but a quarter-on-quarter decrease of 2.65% [14]. - For the first eight months of the year, MSI's cumulative revenue reached 153.037 billion New Taiwan Dollars (approximately 35.55 billion yuan), reflecting a year-on-year growth of 20.91% [14]. - Compared to competitors like ASUS and Gigabyte, MSI's growth remains lower, with ASUS achieving a revenue of 62.815 billion New Taiwan Dollars (approximately 14.611 billion yuan) in August, a year-on-year increase of 9.93% [14].