Things are not calming down in NVIDIA’s flagship graphics card family. The restricted RTX 5090D V2 model, developed specifically for the Chinese market in order to avoid US technology export restrictions, was completely banned with a radical move by the Beijing administration.

This decision, taken quickly after the visit of US President Donald Trump and his team to China, creates a shaking effect in the Asian market. The graphics card department, which is currently under cost pressure due to blockages in the global memory supply chain, is experiencing one of the biggest price crises in its history, combined with black market activities in China and a rapidly escalating wave of demand.

• Surprise Decision from Beijing:The NVIDIA GeForce RTX 5090D V2 model, which was trimmed in accordance with US restrictions and produced specifically for the Chinese market, was banned completely immediately after Trump left the country.

• Production Costs Are Increasing:Due to the global supply shortage and increasing cutting prices in GDDR7 memory chips, NVIDIA is increasing the chip prices, which are reflected on the graphics card manufacturers, by approximately $ 300.

• Prices Soared in the Black Market:Although the official sales price does not change in theory, the price of the cards, which fell into the black market due to the combination of bans and the cutting crisis, is breaking records by reaching 4,000 to 5,000 dollars in the global market.

Political and Technical Reasons Behind the Chinese Ban

NVIDIA is spending a big deal of engineering effort to overcome the strict export bans imposed by the US government on artificial intelligence and high-performance computing chips.

After the standard GeForce RTX 5090 model was blocked from entering China, the company is launching the RTX 5090D V2 model with trimmed memory bandwidth and some technical units. However, this breakthrough cannot escape the radar of the Chinese government.

Following the latest diplomatic negotiations, the Beijing administration is completely closing the customs gates to the card, predicting that even this “shorn” flagship can be used in artificial intelligence processes and strategic military/technological modeling.

As NVIDIA Chief Executive Officer (CEO) Jensen Huang stated, this means that the company will lose the huge Chinese artificial intelligence market of approximately 50 billion dollars to local competitors, especially companies such as Huawei.

GDDR7 Memory Crisis Raises Costs

The only problem on the RTX 5090 front is not limited to political problems in China. There are significant disruptions in the supply processes of the new generation GDDR7 memory, which is one of the most important components in the hardware infrastructure of the card.

The flagship model differs from all other sub-models with its full 32 GB GDDR7 memory capacity and 512-bit memory bus. This need for high-capacity memory causes delivery times in the supply chain to extend by weeks.

According to the latest information from the hardware world, NVIDIA is no longer able to absorb the increasing memory production costs and reflects an increase of approximately $ 300 (approximately 2,000 RMB) in the package prices it provides to its partner manufacturers (ASUS, MSI, Gigabyte, etc.).

Although the recommended retail price (MSRP) appears unchanged on the company’s official website, this additional cost faced by manufacturers is reflected directly on the labels that reach the end user.

Will RTX 5080 and Other Models Be Affected?

One of the most curious issues is whether this cost increase will spread to other graphics cards. Reports from supply channels in the Chinese market show that a price increase is not currently on the agenda for other Blackwell architecture cards.

Although models such as RTX 5080, RTX 5070 Ti and RTX 5070 use GDDR7 memory technology again, they are exempt from the current supply crisis for now because their memory capacities and data paths are not as extreme as the RTX 5090.

Latest Situation and Price Forecasts in the Global Market

With the bans and hardware crisis hitting simultaneously, it is almost impossible to find RTX 5090 in retail chains around the world. Artificial intelligence developers and high-budget players in China are trying to supply cards from the black market that they cannot purchase through official channels.

This situation creates a demand explosion similar to the cryptocurrency mining era of previous years. While some specially designed manufacturer models in the global market are listed at prices exceeding $ 4,000, there are concerns that these prices will rise even higher in the near future.