There has been a lot of news about graphics card price increases during this period. Now Bopantang netizens provide the latest news that AMD is expected to increase the price of graphics card products from January 2026, while Nvidia may start to increase prices from February 2026.
What needs to be made clear here is that AMD and NVIDIA only produce GPU core chips, and the specific finished products are still manufactured and sold by partners, so the actual price increase is mainly caused by AMD and NVIDIA partners (of course, this must also be the result of negotiations between the parties).
In December 2025, some graphics card manufacturers have already raised prices slightly to test the waters, and most graphics card manufacturers have maintained the original prices for shipments. However, starting from January 2026, graphics card manufacturers will decide whether to raise prices for themselves, rather than AMD and Nvidia raising prices uniformly for manufacturers.
Bobandang netizens said that after AMD graphics cards started to increase prices in January, they are expected to experience multiple increases in the next few months. The specific number and extent of price increases may depend on the price trend of global memory chips. That is, if the price of subsequent memory chips continues to soar, the increase in graphics cards may also become larger.
It's worth noting that it took a long time for AMD's new product lines to stabilize. For example, the AMD RX 9070 XT price was only close to the MSRP during this period, but it seems that users expecting these graphics cards to fall below the MSRP should be impossible, because the price will soon rebound.
In graphics card products, the combined cost of the GPU core chip and video memory accounts for 80% of the total cost of the graphics card. In the past, NVIDIA bundled GPU chips and video memory and sold them to downstream AIC manufacturers. The downstream products were mainly designed and packaged based on NVIDIA's solutions, and most of the profits were in the hands of NVIDIA.
Considering the soaring price of video memory, NVIDIA has planned to unbundle the plan, that is, only ship GPU chips to downstream AIC manufacturers, and the downstream manufacturers themselves purchase video memory that meets NVIDIA's requirements. This will test the bargaining power of small and medium-sized manufacturers. After all, video memory (memory) is now a seller's market.
If they continue to purchase graphics memory from NVIDIA, AIC manufacturers will also face higher cost prices. The final result is that the price of retail products for consumers will inevitably rise, otherwise they will not be able to cover the costs of AIC manufacturers and provide reasonable profits.