Huo Xing Cai Jing reports that on June 6, global memory sectors experienced a broad correction following a report from SemiAnalysis regarding NVIDIA’s upcoming Vera Rubin NVL72 server platform’s memory configuration adjustment. On June 5, SK Hynix 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 (Jiangbo Long), Memblaze (Lanji Technology), and GigaDevice. The previous trading day, Micron Technology closed down 7.74%. The report indicated that NVIDIA plans to reduce the SOCAMM system memory capacity paired with the Vera CPU from 192GB to 96GB, potentially lowering rack-level costs from $7.6 million to $6.8 million—a savings of approximately 10%. This initially sparked concerns over weakening AI server memory demand. However, multiple institutions later clarified that this adjustment only affects the removable 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), which is critical to GPU core computing power, remains unaffected. Previously, Morgan Stanley estimated that NVIDIA’s new Vera Rubin (VR200) rack would cost around $7.8 million, with memory-related material costs exceeding those of the prior generation by over 435%. Industry experts also noted that the AI hardware bottleneck is gradually shifting from compute to memory and interconnect. Since the beginning of this year, global memory sectors have consistently strengthened, with market valuation logic gradually transitioning from traditional cyclical stocks to “AI infrastructure assets.” However, as valuations have risen rapidly and trading congestion has increased, any news related to changes in memory demand may trigger market volatility. Despite the short-term correction, multiple companies across the supply chain remain optimistic about sustained industry momentum. Biwin Storage stated that the demand-supply gap driven by AI computing power will remain difficult to resolve in the near term, leaving room for further price increases. Some manufacturers anticipate that supply shortages could persist until 2027. According to CFM Flash Memory Market data, the global DRAM and NAND Flash market size reached $137.14 billion in the first quarter of 2026, setting a new all-time quarterly record.
NVIDIA's Memory Configuration Adjustment Triggers Volatility in the Storage Sector
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Summary
Market volatility surged on June 6, 2026, as storage stocks plummeted following a report that NVIDIA may reduce the SOCAMM memory on its Vera Rubin NVL72 platform from 192GB to 96GB. This change could lower per-rack costs by 10%. However, several institutions noted the adjustment is a temporary optimization and does not affect demand for HBM in GPU computing. Despite the market turbulence, many in the industry remain confident in long-term storage demand driven by AI infrastructure.
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