Research Reports
[Selected Topics] SO-CAMM Incorporated Since GB300 to Replace Initial On-Board Method
Last Modified
2024-10-30
Update Frequency
Aperiodically
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Overview
TrendForce indicates that NVIDIA will adopt the SO-CAMM module design in its GB300 AI servers, replacing the initial onboard LPDDR5X solution for Grace CPUs. SO-CAMM offers advantages such as easy replacement and low power consumption, and it is expected to become the mainstream memory solution for NVIDIA's AI server CPUs. Module house Kingston, in addition to the three major suppliers, will also join in on the array of provision. The demand for mobile DRAM will grow rapidly with the climbing needs of AI servers, with related demand bits projected to increase by over 400% YoY in 2025.
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