NVDA is reportedly cutting SOCAMM DRAM capacity for its Rubin NVL72 racks from ~55TB to ~28TB to manage supply shortages and lower total cost of ownership, while maintaining high-margin HBM4 allocations. This reduction in commodity LPDDR5X memory is viewed as bearish for the profit margins of suppliers SK Hynix, Samsung, and MU (Micron), particularly as MU holds the smallest share of the HBM build. Despite the capacity cut, NVDA maintains a $300B total addressable market for SOCAMM and continues to prioritize its 288GB HBM4 stacks per GPU.