NVIDIA is halving the SOCAMM (Soldered, Compression Attached Memory Module) capacity for its next-generation Vera Rubin Superchip. TrendForce reported this strategic shift on June 10, 2026.
The company expects LPDDR5X memory shortages by early 2027. This adjustment addresses anticipated supply constraints rather than a decline in overall memory demand.
NVIDIA plans to increase total module shipments despite the reduced per-chip capacity. This proactive move aims to secure market share as AI expansion drives surging demand for high-performance memory.