In August this year, AMD notified its partners of a uniform price increase for Radeon graphics cards, with hikes exceeding 10%. The reason was TSMC's notification to customers about increased foundry quotes. Since the vast majority of AMD's chips are manufactured by TSMC, this directly squeezed AMD's product gross margins, necessitating measures to offset cost pressures. Although AMD has raised Radeon graphics card prices multiple times this year, the continuous rise in costs still falls short of covering the pressure from increasing expenses.
According to reports from Bobantang, internal information from AMD indicates that the company will implement another price increase for GPU+GDDR6 memory bundles, which is expected to influence Radeon graphics card pricing next month. Currently, AMD decides whether to immediately adjust supply prices each quarter based on the cost impact of GPU+GDDR6 memory bundles. This means that if the assessment results in a cost increase, prices will rise every quarter.
It is reported that in the third quarter of 2026, the price of GDDR6 memory chips rose by approximately 8% to 10%, prompting AMD to continue raising prices in the fourth quarter. Despite a price increase in October, another hike is scheduled for November to cover costs.
Compared to AMD, NVIDIA has seen a more significant price surge recently. Over the past two months, GeForce RTX 50 series graphics cards have not only faced severe shortages and widening supply-demand gaps, but also experienced skyrocketing prices, particularly for models with larger VRAM capacities and high-end variants.