You realize that the dies are exported to china, assembled on a card and then exported to the rest of the world right? Taiwanese companies have moved all of their production to China. There is not much left in Taiwan. Only Gigabyte has some left.
4090 is going to have low supply for the remaining of this cycle and it’s not going to be better for 5090. The cost it takes to move back the production to Taiwan, for a consumer card is too high. Sure they will assemble H100s and up in Taiwan no problem. Not a consumer grade card. The price will be passed on to the consumer.
That’s a good point, and will disrupt supply in the short term. However Nvidia has a LOT of manufacturers all over the world. Tooling up for more GPU production takes months, not years. The hard part is the processor. Nvidia has had a lot of time to prepare for this. I would be surprised if they weren’t already able to plug any supply gaps.
They could price it at $5000 and people will buy it. Or not and they kill all consumer gpu production and sell only data center SKUs and still make bajillions.
There is no way 5090 will be launching at same price. The AI craze will be even worse and it will be banned in China from the start.
Good luck to the waiting for 5090 camp.
Yeah they need to still hit their revenue targets to maintain the share price while losing $5B in future revenue with the China bans .
To be honest, flagship buyers don’t really care about cost. They’ll buy it regardless, as will I.
A ban in China creates higher supply, reducing prices.
Nah, China will still get them, will just cost more to have a proxy buy them and then resell.
You realize that the dies are exported to china, assembled on a card and then exported to the rest of the world right? Taiwanese companies have moved all of their production to China. There is not much left in Taiwan. Only Gigabyte has some left.
4090 is going to have low supply for the remaining of this cycle and it’s not going to be better for 5090. The cost it takes to move back the production to Taiwan, for a consumer card is too high. Sure they will assemble H100s and up in Taiwan no problem. Not a consumer grade card. The price will be passed on to the consumer.
Funny how increasing supply chain cost will reduce price.
Except the cards were being made in China. You might want to look at any 4090 and see if you can find one without a Foxconn label.
That’s a good point, and will disrupt supply in the short term. However Nvidia has a LOT of manufacturers all over the world. Tooling up for more GPU production takes months, not years. The hard part is the processor. Nvidia has had a lot of time to prepare for this. I would be surprised if they weren’t already able to plug any supply gaps.
They could price it at $5000 and people will buy it. Or not and they kill all consumer gpu production and sell only data center SKUs and still make bajillions.
Even if demand softens a little, they have no reason to reduce prices if people will pay even more. I suspect it’ll be a 2k card at least.
Why would being banned in China lead to higher cost? That means less demand no?
I gave up when I saw newer games either don’t work on my 5700XT or have zero official support and AyyMD have no track record of going that extra mile.
Installed World of Warcraft: Wrath of the Lich King server-edition. Now I can enjoy that 120+ FPS on 1440p. Lul.
I will get a 5070 whenever they come out in 2026-7.
There is one new game that doesn’t work well on your 4 year old 5700XT. Not great, but not exactly world shattering either.
Server edition?