NVIDIA RTX 5090 pricing pressure grows as GDDR7 costs increase

NVIDIA has reportedly informed its board partners about a new cost increase for GeForce RTX 5090 and GeForce RTX 5090D V2 graphics cards. The change is said to be tied to GDDR7 memory pricing rather than the GPU itself.
According to Board Channels, NVIDIA has not changed the suggested retail price for either model . The increase applies to the cost charged to AIC partners, which means retail pricing may still move higher once the updated costs reach distributors and retailers.
The source claims the increase is around $300, or about 2,000 RMB. This would apply to RTX 5090 and RTX 5090D V2 cards , with the latter being the China-specific model that uses 24GB of GDDR7 memory on a 384-bit bus. The standard RTX 5090 uses 32GB of GDDR7 on a 512-bit bus.

Source: Board Channels (translation)
Chinese media reports that no similar cost-change notice has been issued for other GeForce RTX 50 series models using GDDR7 memory. That would leave RTX 5080, RTX 5070 Ti, RTX 5070 and other models unaffected by this specific update for now.
As we already reported , RTX 5090 pricing was already moving toward $4,000 in some listings, despite NVIDIA keeping the official MSRP at $1,999. We also covered the RTX 5090D V2 launch in China, where NVIDIA kept the official price at 16,499 RMB, the same as the original RTX 5090D. This price is still shown by NVIDIA offiical site, so it looks like at least ‘theoretically’ the MSRP has not changed (yet). But to be honest, I rarely see reports with Founders Edition 5090D V2 models from China, almost like they do not exist.
Source: Board Channels