SOCAMM2 Dominates Memory Costs in Nvidia's Vera Rubin Chip

Nvidia's Vera Rubin team has disclosed that memory drives account for 62% of the cost in their SOCAMM2 chip. This is a significant figure, as it means that memory costs are playing a major role in the expense structure of this specific part.

It's worth noting that this is not due to the use of HBM4 (High Bandwidth Memory version 4), which was initially expected to be the dominant factor. Instead, SOCAMM2 takes center stage in terms of memory costs.