NVIDIA and AMD are urgently shipping next-generation GPUs behind the scenes to avoid tariffs.

NVIDIA and AMD are rushing the early shipment of next-generation GPUs to avoid the impact of the strict tariff policies in the USA. Especially with the potential of up to 60% tariffs proposed under the Trump administration significantly increasing GPU prices, both companies have collaborated with AIB partners to take special measures to accelerate shipments beyond the usual.
This move aims to secure inventory in US warehouses, with January 20, 2025, being an important deadline before the tariffs are enforced. Furthermore, this measure suggests that the expected price of NVIDIA's new flagship model, GeForce RTX 5090, could exceed $2,500 after tariffs.
This policy, which could have an impact on the entire industry, is being responded to not only by GPU manufacturers, but also by other technology companies such as Microsoft and Dell. The proposed tariff this time is expected to bring about changes in the overall supply chain trends and anticipate a serious price impact on the consumer market.

The maximum 60% tariff proposed by the Trump administration is putting serious pressure on the entire supply chain. The products targeted by this policy are those with China as the main production base, including high-performance GPUs manufactured by NVIDIA and AMD. In particular, GPU production through AIB partners is mostly based in China, and there are concerns that prices could increase by over 40% due to the tariff imposition.
This tariff policy not only results in price increases, but also significantly impacts the speed of market circulation and inventory management of products. In order to counteract this, AMD and NVIDIA are accelerating the production and shipment of next-generation GPUs at an unprecedented pace. These efforts are not only testing the flexibility of the supply chain but also posing new challenges to corporate strategic decision-making.
Considering the impact that such policies have on the industry as a whole, the responses of other technology companies like Microsoft and Dell cannot be overlooked. The proactive strategies taken by these companies may reduce dependence on specific countries and evolve towards reducing future risks.

A direct impact of the tariff policy is the soaring price of next-generation GPUs. According to Wccftech, the price of NVIDIA's new flagship model, the GeForce RTX 5090, is likely to exceed $2,500 after tariffs. Such pricing can greatly influence consumer purchasing intentions and potentially change the overall market trends.
Those particularly affected are individuals such as PC gamers and creators who require high-performance GPUs. Continued price increases are expected to lead to phenomena such as segmentation of the buyer base and a shift in demand towards the used market. This situation may make it difficult for new users to enter while increasing the demand for older generation models.
The manufacturer also anticipates this situation and demonstrates an attitude aiming to maximize profits by utilizing initial inventory. However, there is a risk of compromising long-term brand value and consumer trust due to the prioritization of short-term profit security. It will be necessary to explore appropriate pricing strategies while assessing the market's response.

In response to the recent tariff policies, the concept of 'reducing dependence on China' in the Global Supply Chain has emerged as a new trend. The accelerated production schedule of next-generation GPUs by NVIDIA and AMD also reveals an intention to minimize dependency on specific countries.
Diversification of production bases to regions other than China is already underway in some technology companies. For example, movements by Apple and Samsung to enhance production capacity in Southeast Asia may potentially have a ripple effect on other hardware manufacturers. However, this will require new investments and reconstruction of supply chains, inevitably leading to short-term cost burdens.
Furthermore, as the reduction of dependence on China progresses, while enhancing the overall flexibility of the supply chain, there is also a possibility of new geopolitical risks emerging. The response of each company to these challenges and future developments will be closely watched. Amid the intertwining of technological innovation and geopolitical movements, there are signs of significant changes in the competition structure of the global market.