全球半导体_随着英伟达转向 SOCAMM2，通用存储供应短缺预计进一步加剧-Global Semiconductors_ Commodity Memory Supply Shortage Expected to Deepen Further as Nvidia Pivots to SOCAMM2

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 commodity memory sup ...