BlockBeats news: On June 6, global memory sectors experienced a collective pullback following a report from SemiAnalysis regarding adjustments to the memory configuration of NVIDIA’s next-generation Vera Rubin NVL72 server platform. On June 5, SK Hynitz plunged 9.92%, while China’s A-share memory index fell approximately 4%, with leading declines seen in stocks such as Biwin Storage,江波龙 (Wave Memory), Memblaze, and GigaDevice. The previous trading day, Micron Technology closed down 7.74%.
Reports indicate that NVIDIA plans to reduce the SOCAMM system memory capacity paired with the Vera CPU from 192GB to 96GB, expected to lower the cost per rack from $7.6 million to $6.8 million, saving approximately 10%. The market initially worried that demand for AI server memory might be weakening.
However, several institutions subsequently pointed out that this adjustment only involves the detachable SOCAMM memory modules on the CPU side, representing a temporary, flexible configuration optimization rather than a permanent hardware downgrade; demand for HBM high-bandwidth memory related to GPU core computing power remains unaffected.
Previously, Morgan Stanley estimated that the price of NVIDIA’s new Vera Rubin (VR200) rack would be approximately $7.8 million, with memory-related material costs increasing by over 435% compared to the previous generation. Industry insiders also note that the AI hardware bottleneck is gradually shifting from compute power to memory and interconnects.
This year, the global storage sector has continued to strengthen, with the market gradually shifting its valuation logic for the storage industry from that of a traditional cyclical stock to that of an "AI infrastructure asset." However, as valuations rise rapidly and trading becomes more crowded, any news related to changes in storage demand could trigger market volatility.
Despite short-term corrections, multiple companies across the industry chain remain optimistic about sustained industry momentum. Biwin Storage noted that AI computing demand will keep the supply-demand gap difficult to alleviate in the short term, leaving room for further price increases; some manufacturers expect the supply shortage to persist until 2027. According to CFM Flash Market data, the global DRAM and NAND Flash market reached $137.14 billion in the first quarter of 2026, setting a new all-time quarterly high.