NVIDIA's new product is accused of having "shrunk" memory capacity; domestic and international storage stocks plummet in response

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Deep Tide TechFlow News. Since 2026, the market capitalization of storage-listed companies has kept setting new highs, and the market has been trying to shift storage assets from traditional “cyclical stocks” to “core infrastructure assets of the AI era.” During this valuation transition window, an overseas research institution, SemiAnalysis, released a research report about NVIDIA’s next-generation Vera Rubin AI server platform, citing a downsized memory configuration and lower costs, which triggered a broad pullback in storage concept stocks both at home and abroad. On June 5, SK hynix tumbled by 9.92%, the A-share storage memory index fell by 4%, and storage leaders such as Beijing Uniside Storage, JiangboLong, and Lattice Semiconductor also saw their share prices retreat. Industry analysts noted that the “memory downgrade” referred to in this report is limited to system memory on the CPU side and has nothing to do with the GPU computing core. This is based on NVIDIA’s multiple strategic choices that balance the supply chain, power consumption, and costs. (Securities Times)
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