Memory pricing trends are set to be a decisive factor shaping the GPU market in 2026, affecting both consumer and enterprise segments:
- NVIDIA and AMD are expected to begin raising GPU prices in early next year, driven primarily by sharply higher memory costs.
- Rather than a one-off hike, both companies plan gradual, ongoing price increases over several months.
- Initial increases are expected for consumer GPUs (e.g., NVIDIA GeForce RTX 50 series and AMD Radeon RX 9000 series), with broader hikes likely to extend to AI data center and server GPUs.
- NVIDIA's flagship RTX 5090, launched this year at $1,999, could climb to around $5,000 next year.
- Industry sources indicate AMD will start raising prices in January, with NVIDIA following in February, and monthly increases may continue thereafter.
- The core driver is the surging share of memory in GPU production costs, now exceeding 80% on average.
- Prices for key GPU memory components have surged: DDR5 16G rose from $5.50 in May to over $20 recently, with forecasts pointing to another ~40% increase by Q2 next year-and potentially steeper rises beyond that.
- Significant spillover effects are expected in the AI market, as higher memory costs are incorporated into new long-term supply contracts for AI data center GPUs.
- NVIDIA's flagship AI GPU H200 (currently ~$30,000–$40,000) is expected to become more expensive, especially as HBM3E memory prices have already risen about 20%.
source: 엔비디아·AMD, 내달부터 GPU 값 대폭 올린다
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| 엔비디아·AMD, 내달부터 GPU 값 대폭 올린다 |
| 서울=뉴시스]이지용 기자 = 미국의 엔비디아와 AMD가 당장 내년 1월부터 그래픽처리장치(GPU) 가격을 대폭 인상할 전망이다. 높은 메모리 가격에 따른 원가 부담이 GPU 가격 인상의 핵심 배경으로 꼽힌다.양사는 한 차례 가격 인상에 그치지 않고 앞으로 수 개월에 걸쳐 단계적 가격 조정에 들어갈 방침이다. 이에 소비자용 GPU 뿐 아니라 인공지능(AI).. |
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Carlos Salas
Portfolio Manager & Freelance Investment Research Consultant
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