全球半导体：存储器供应短缺料进一步加剧，因英伟达转向 SOCAMM2 架构-Global_Semiconductors_Commodity_Memory_Supply_Shortage_Expected_to_Deepen_Further_as_Nvidia_Pivots_to_SOCAMM2-Global_Semiconductors

V i e w p o i n t | 15 Sep 2025 03:26:05 ET │ 13 pages Global Semiconductors Commodity Memory Supply Shortage Expected to Deepen Further as Nvidia Pivots to SOCAMM2 CITI'S TAKE Domestic media, etnews, reported that Nvidia shifted to adopt SOCAMM2 instead of previous SOCAMM1 and engaged with Samsung, Hynix, and Micron in product sampling process. With the SOCAMM2 expected for commercialization in 2026E, we project SOCAMM demand to increase 5.4x YoY to 27bn 1Gb equiv. in 2026E, which should further intensify ...