JUST IN: SemiAnalysis flags a major memory downshift for NVIDIA Rubin NVL72, cutting per-rack capacity and SOCAMM modules, aiming to fix supply issues. Micron and SK Hynix slid on the chatter. Could signal tighter memory supply and potential downside for memory peers. $NVDA $M...

NVDA-0.64%
MU-2.45%
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