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Nvidia Corporation’s (NVDA) reported decision to delay the launch of its RTX 50 Super due to soaring GDDR7 memory prices may seem like bad news for the GPU market, but it could create an unexpected opportunity for Micron Technology (MU). According to Wedbush, the delay highlights just how tight the memory market has become, reinforcing the pricing power of memory suppliers like Micron rather than signaling weakening demand.
The reported issue is not with Nvidia’s GPU chips themselves but with the cost of the new 3GB GDDR7 memory modules used in the upgraded graphics cards. Industry reports suggest these chips now cost roughly three times as much as traditional 2GB modules, making it difficult for Nvidia and its board partners to launch new products without significantly increasing retail prices. So, Nvidia has allegedly postponed the rollout despite hardware already being ready for distribution.
