US Edition
DIGITIMES ASIA: Nvidia Picks Micron for Massive SOCAMM Rollout
4 Articles
4 Articles
The Manila Times
ShareTrendingDIGITIMES ASIA: Nvidia picks Micron for massive SOCAMM rollout
TAIPEI, July 23, 2025 /PRNewswire/ -- Nvidia is preparing to enter a new phase in the memory market by planning to deploy between 600,000 and 800,000 SOCAMM modules in 2025. This initiative positions SOCAMM as a potential successor to high-bandwidth memory (HBM). Although the initial deployment volumes are relatively modest compared to HBM, industry analysts suggest the move could trigger a wider transformation in the memory and substrate sector…
Sometimes it's not the loud drumbeats, but the quiet pinpricks that recalibrate the market. NVIDIA has quietly announced, without any PR fanfare, that it will push between 600,000 and 800,000 SOCAMM modules onto the market in 2025. While this is a fraction of the rumored nine million HBM units planned for the same period, it [...] Source
NVIDIA Selects Micron for Large-Scale SOCAMM Deployment
NVIDIA has revealed last week its plan to roll out 600,000 to 800,000 SOCAMM memory modules in 2025. This move puts SOCAMM technology in a position to replace current high-bandwidth memory (HBM) options. NVIDIA aims to use these modules in its upcoming AI products such as the GB300 "Blackwell" platform and AI PC Digits system, which it showed off at GTC 2025. Industry reports indicate that NVIDIA has communicated projected order quantities to me…
Coverage Details
Bias Distribution
- 100% of the sources lean Right
Factuality
To view factuality data please Upgrade to Premium
