en.Wedoany.com Reported - NVIDIA has reduced the capacity of its next-generation AI server memory module SOCAMM2 from the originally planned 192GB to 96GB due to a shortage of low-power DRAM (LPDDR) supply, in order to prevent memory supply constraints from impacting AI server production.

SOCAMM2 (Small Outline Compression Attached Memory Module) is a removable memory module designed specifically for NVIDIA's next-generation AI infrastructure. Each module contains four LPDDR5X packages. According to the original design, each package stacked four 12GB LPDDR5X chips, enabling each module to provide 192GB capacity. NVIDIA has now changed the structure to a dual-stack configuration, reducing the module capacity to 96GB. This adjustment is seen as a supply management strategy rather than a decline in demand.

Despite the reduction in memory capacity, the number of SOCAMM2 modules used per server and the number of multi-chip package (MCP) substrates remain unchanged. Each NVIDIA Vera CPU still requires eight SOCAMM2 modules and 32 LPDDR5X package substrates, and the high-end MCP substrate specifications are also retained. Therefore, substrate suppliers are expected to benefit, as the same LPDDR supply can now support a larger number of AI servers.

Industry insiders say that as memory applications expand from smartphones and laptops to AI servers and AI PCs, LPDDR demand has risen sharply. NVIDIA recently adopted SOCAMM2 on its Vera CPU platform and began using LPDDR in RTX Spark-based AI PCs, adding new demand on top of existing consumption from mobile devices and laptops. According to industry officials, memory manufacturers' LPDDR inventory has declined rapidly since the second half of last year, and the shortage has become more pronounced as demand from AI servers and AI PCs accelerates this year.

A semiconductor industry source said the capacity reduction should not be interpreted as weak demand. "The memory capacity reduction is a response to the LPDDR supply shortage," the source said. "This actually indicates that LPDDR demand is growing faster than expected." Industry observers also expect that memory capacity for future generations of SOCAMM will increase again once LPDDR6 becomes available.

This article is compiled by Wedoany. All AI citations must indicate the source as "Wedoany". If there is any infringement or other issues, please notify us promptly, and we will modify or delete it accordingly. Email: news@wedoany.com