Alliance Consultancy: NVIDIA (NVDA.US) reducing Vera CPU capacity highlights the difficulty in alleviating the LPDRAM supply gap as medium to long-term demand is on the rise.

Zhtng cijng APP hu x, TrendForce jbng zxn dioyn jigu zhch, NVIDIA (Yngwid) juy jing c shdi Vera Rubin Superchip mdu su dizi de SOCAMM rngling knbn, c y diozhng bng fi NVIDIA xi xi cnchq zng xqi ling, r sh yngdu gngyng dun 2027 nin chb guhu pi jng NVIDIA de chngnng bz de shsh. Zi c bijng xi, NVIDIA xunz dijing dn k rngling, kud mdu chhu shling, y qing hungq t sh dng d y, tngsh t xin LPDDR5X gngj quku nn y bi tinb y zhngchngq xqi shngyng de qsh. According to the information obtained from Zhitong Finance APP, research by TrendForce shows that NVIDIA has decided to halve the capacity of the next-generation Vera Rubin Superchip module. This adjustment is not a result of NVIDIA reducing its demand for storage overall, but is in response to the fact that the capacity allocation from suppliers to NVIDIA for early 2027 is insufficient. In this context, NVIDIA has chosen to reduce the capacity per module and increase the number of modules shipped in order to strengthen its market share, while also highlighting the difficulty in filling the gap in LPDDR5X supply and the trend of increasing medium to long-term demand.