Micron won Nvidia’s approval for a new kind of AI memory called SOCAMM (small outline compression attached memory module), beating South Korean rivals SK Hynix and Samsung Electronics, media report, citing unnamed sources. Nvidia designed SOCAMM and had asked all 3 chip makers to develop prototypes. Micron used its edge in low-power DRAM to win, setting the stage for mass production and supply for Nvidia’s Rubin platform. $Micron Tech(MU.US) $NVIDIA(NVDA.US) $HXSCL $SSNLF #semiconductors #semiconductor
Source: Dan Nystedt
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