In Weeda Rubin, half of the memory of the hangar? The misreading of the market led to the evaporation of the market value of light by over $100 billion.

On June 6th, the IT House reported that the Semiconductor Independent Research Company SimiAnalysis released an morning brief on June 4th, which estimated that SOCAM's capacity in British Wida Rubin NVL72 had dropped from 55 TB to 28TB, causing a drop of over 10 per cent in the American light market.

The briefing notes that the next generation of SoCAMM memory of Vera Rubin NVL72 is either below expectations.

IT House Note: Rubin NVL72 contains 72 Rubin Graphic Processors and 36 Vera Processors, theoretically 36 processors with an LPDDR5X memory of 54 TB.

SemiAnalysis states that the actual output configuration is unlikely to match the 192GB module and that most systems will use 96GB SOCAMM. So each processor is 768 GB, the whole cabinet is about 28 TB.

The report emphasizes that this reduction will not affect the needs of HBM4. Rubin each GPU The total of 288 GB HBM4,72 GPUs is approximately 20.7 TB, which remains unchanged.

The market then reacted strongly, with US$ 10 per cent of the US$ 1089 in the US$ 971 in the previous day, evaporating over US$ 100 billion in one day (the current exchange rate is approximately US$ 679.276 billion).

However, several media have pointed out that the market misread the “initial allocation down” and that the main reason for the reduction was not that the customer did not need memory, and the main reason was that in 2026 LPDDR5X supply was extremely tight.

Moreover, SOCAMM (plugged memory module) is not a memory welded to the main panel. The Rubin platform uses the JEDEC standardized SOCAM2 module, which can be dismantled, replaced and upgraded. Clients can first load 96GB and then replace it with 192GB or 256GB modules.

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