市传英伟达Rubin平台拟减配内存容量,存储股全线暴跌,闪迪跌超11%!

TradingKey中文
Yesterday

Tradingkey - 6月5日,英伟达Rubin平台惊现内存减配传闻,导致存储股今日暴跌。截至发稿,闪迪SNDK)跌 11.16%,美光科技MU)跌 9.49%,西部数据WDC)跌 8.53%,希捷科技STX)跌 6.62%。

市场消息称,英伟达或将下调Rubin NVL72平台的SOCAMM内存标配,单机架总容量从55TB缩减至28TB。也就是新结构下的算力机器所配置的内存数量将减少,这引发对内存需求的担忧。

据悉,SOCAMM是AI服务器CPU端的专用内存,与GPU端核心的HBM内存分工明确。此前预期标配192GB模组,现可能改为96GB,仅保留大容量定制选项。

简单来说,即如果大家都用96GB的内存,那需要的内存芯片数量就比之前预期的少了一半,整个SOCAMM的市场规模就得往下调。

需要注意的是,本次调整完全不涉及HBM4,单机架20.7TB的HBM4配置保持不变,仍是AI性能的核心支撑。分析称,英伟达此举意在降低整机架成本,推动Rubin平台规模化量产。目前市场分歧明显:HBM需求的确定性仍获认可,但SOCAMM的高景气预期已开始降温。

此外,据最新消息显示,英伟达首席执行官黄仁勋周五在首尔宣布,三星电子、SK海力士和美光科技均已通过认证,将为英伟达下一代人工智能平台Vera Rubin供应HBM4高带宽存储芯片。

黄仁勋表示,三家供应商均已通过资质认证,并已进入量产阶段,目前正全力保障Vera Rubin平台的供货需求。这是英伟达首次正式确认三家存储芯片厂商同时获得HBM4供应资格。

原文链接

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10