[SMM Computing Power Flash] ASUS 5090 in South China priced at 51,000 after tax; some consumer markets in North America face supply shortages
SMM has learned that spot prices for the ASUS ROG Astral RTX 5090 in South China are quoted at 47,000 yuan per unit before tax, with an initial after-tax quote of 51,000 yuan per unit, a price spread of 4,000 yuan, or 8.5%. Meanwhile, in some parts of North America, the consumer market no longer has any RTX 5090 spot cargo available, with the highest-end model available for spot purchase being the RTX 5080. SMM believes that after the holiday, spot prices for the 5090 have already breached the 50,000 yuan mark, and consumer-grade graphics cards are being continuously diverted by AI computing demand, with availability in the personal consumer market continuing to take a back seat to AI demand.