Subject


SOCAMM


2025-12-18

[News] SOCAMM2 War Heats Up: Samsung Reportedly Delivers Samples to NVIDIA, Ramping Early 2026

While Micron confirmed at its earnings call that it has sampled its 192GB LP SOCAMM2, other memory leaders are ramping up their efforts. Yonhap News reports that Samsung has also developed SOCAMM2, an LPDDR-based server memory module, and has already delivered samples to AI powerhouse NVIDIA, with s...

2025-10-01

[News] NVIDIA’s SOCAMM2 Orders Likely Evenly Split Among Memory Makers in 2026, 1c Adoption in Focus

Amid circulating rumors that NVIDIA may drop SOCAMM1 (Small Outline Compression Attached Memory Module) in favor of SOCAMM2 due to technical challenges, Etoday and DealSite indicate that the U.S. AI chip giant has placed next-year SOCAM module orders with Samsung, SK hynix, and Micron, likely distri...

2025-09-15

[News] NVIDIA Rumored to Ditch SOCAMM1 for Next-Gen SOCAMM2, Opening Door for Samsung, SK hynix

While Micron reportedly passed NVIDIA’s verification and became the first of the big three memory makers to ship SOCAMM (Small Outline Compression Attached Memory Module), the U.S. AI chip giant may revise its adoption plan for this new low-power DRAM (LPDDR) server memory module—a move that cou...

2025-07-24

[News] SK hynix Posts Record Q2 Profit: Plans Bigger 2025 Capex; SOCAMM Shipments by Year-End

Riding strong demand for 12-high HBM3E and broad NAND growth, SK hynix smashed records in Q2, announcing a stellar 22.23 trillion won ($16.15B) in sales and 9.21 trillion won ($6.7B) in operating profit—the best quarterly results ever, according to its press release and The Korea Times. The mem...

2025-07-23

[News] SOCAMM Ignites a New Memory War After HBM — Samsung and SK hynix Join the Race

With NVIDIA said to be aiming to procure up to 800,000 SOCAMM units this year, a new battleground is emerging among the top three memory giants. U.S.-based Micron appears to be leading the charge, having reportedly started SOCAMM module production for NVIDIA. Meanwhile, Samsung and SK hynix are acti...

  • Page 1
  • 2 page(s)
  • 7 result(s)

Get in touch with us