Lates News

The TrendForce report indicates that NVIDIA has decided to halve the capacity of the next-generation Vera Rubin Superchip module's SOCAMM. This adjustment is not a result of NVIDIA lowering its overall demand for memory, but rather a response to the fact that NVIDIA's capacity allocation from the supply side for the preliminary planning in 2027 is insufficient. In this context, NVIDIA has chosen to reduce the individual capacity of each chip, increase the number of module shipments, and strengthen its market share, while also highlighting the difficulty in filling the LPDDR5X supply gap and the upward trend in medium- to long-term demand. Although memory manufacturers currently have expansion plans for 2027, the overall bit increase is still not sufficient to meet the demand released by the buyer market. Given that Samsung, SK Hynix, and Micron's preliminary plans for supplying NVIDIA with LPDRAM can only meet about 60% of the brand's demand and there is limited room for increase, NVIDIA has recently decided to adjust the SOCAMM module capacity in the Vera Rubin Superchip module to meet the increased demand for Vera CPUs and to proactively address the continued tightness in future supply.