NuAxiSemiconductor trade intelligence

🎮 No new GeForce GPU from #NVIDIA this year? If true, it would be the first time in nearly 30 years. The RTX 50 Super refresh is now also reportedl...

What happened

NVIDIA's RTX 50 Super refresh is reportedly delayed due to soaring GDDR7 memory costs, which have tripled. This supply-side constraint suggests potential price increases and inventory tightness for high-end graphics cards.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

GDDR7 Memory

NVIDIA

shortageprice-hikedelaygddr7

Source and time

Source: TrendForce Official (Market Data) · 7/20/2026 · View original source

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🎮 No new GeForce GPU from #NVIDIA this year? If true, it would be the first time in nearly 30 years. The RTX 50 Super refresh is now also reportedl...

What happened

Impact and signal

Affected components and suppliers

Source and time

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