India, June 12 -- NVIDIA has decided to halve the SOCAMM memory capacity of its next-generation Vera Rubin Superchip modules, according to TrendForce's latest findings.

This adjustment does not reflect a reduction in NVIDIA's overall memory demand. Rather, it is a response to insufficient LPDRAM capacity allocated to NVIDIA under its suppliers' preliminary 2027 production plans.

Against this backdrop, NVIDIA has opted to lower memory capacity per module, while increasing overall module shipments to expand market penetration. The move also underscores the difficulty of closing the LPDDR5X supply gap and points to sustained long-term demand growth.

Projected growth in bit supply is expected to fall short of demand expectations, despite m...