Yesterday, the storage sector saw a collective pullback. $Micron Technology (MU.US)$ down -7.74%, $SanDisk (SNDK.US)$ down -3.92%, $Western Digital (WDC.US)$ down -3.13%. The decline was driven not only by $Broadcom (AVGO.US)$ disappointing AI-related growth in earnings that fell short of expectations, but also by a report from an analytical firm stating that: $NVIDIA (NVDA.US)$ the Rubin NVL72 platform may reduce its CPU-side SO-CAMM memory configuration, cutting total rack capacity from approximately 55TB to 28TB.In simpler terms: under the new architecture, the amount of memory allocated per computing rack may decrease.
Three Key Points to Watch
Although SOCAMM configuration is nearly halved, its modular nature still holds value.
SOCAMM stands for Small Outline Compression Attached Memory Module. In simple terms, it is a modular LPDDR5X memory specification designed for AI server CPUs.Its product positioning is clearly distinct from HBM (High Bandwidth Memory).: HBM is installed adjacent to the GPU, directly providing high-speed memory support for high-compute workloads such as large model training and inference; whereas SOCAMM is deployed on the CPU...