NVIDIA RTX 5090 reportedly facing discontinuation as GB202 chips shift to pro cards
创业邦 · wechat · 2026-10-13
Key items from this industry digest:
- RTX 5090 discontinuation rumor: leakers say NVIDIA will direct all future GB202 chips to RTX Pro cards, including the China-market RTX 5090D, likely due to AI compute demand.
- TSMC Q3 preview: analysts forecast net profit up 65% YoY to NT$746.3B ($23.4B), potentially a sixth straight record quarter; Q3 revenue hit NT$1.49T, up 51% YoY, beating expectations.
- Korea Semiconductor Show: record 300 exhibitors; Samsung showcasing HBM and 3D memory, SK hynix launching HBM4E and HBF.
- Humanoid robot DRAM demand: Counterpoint projects growth from 8,300 Tbit this year to 172,000 Tbit by 2030, over 20x.
- 40MW AI datacenter in Pohang, Korea: SC Capital and Neo AI Cloud investment, liquid cooling ready for NVIDIA Vera Rubin, completion by end-2027.
- BDStar unveiled a satellite-ground integrated smart terminal for vehicles.
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