POPA ReconToday's memory semiconductor weakness background
Today's memory semiconductor weakness background 1) Disappointing SanDisk performance 2) Semianalysis + negative sentiment impact comments from Taiwanese securities companies from yesterday 1. NVIDIA·CSP's memory specifications lowered (for cost reduction purposes) HBM Capacity Reduction: In response to requests for cost reduction from hyperscalers (CSPs), Rubin Ultra's main memory was lowered from HBM4E 12-Hi (384GB) to HBM4 8-Hi (192GB~256GB). (288GB/384GB 12-Hi options are also maintained in parallel) Vera CPU Capacity Reduction: SOCAMM capacity will be reduced from 192GB to 96GB in the…
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