NuAxiSemiconductor trade intelligence
[News] SK hynix Starts Mass Production of 192GB SOCAMM2, Tapping 1c DRAM and NVIDIA Rubin Optimization
What happened
SK hynix commenced mass production of 192GB SOCAMM2 modules based on its 1c LPDDR5X DRAM, optimized for NVIDIA's upcoming Rubin platform. The move intensifies competition with Samsung and Micron, who are also advancing their SOCAMM2 offerings for AI data centers. Neutral: This is a planned product ramp for a new form factor, signaling future demand but not causing immediate supply or price disruption for existing components.
Impact and signal
Low impactImpact score: 25/100
Affected components and suppliers
LPDDR5XSOCAMM2
new-productAI-infrastructurecapacity-ramp
Source and time
Source: TrendForce · 4/19/2026 · View original source
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