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SK Hynix ramps up SOCAMM2 as material shortages push up PCB prices

What happened

According to South Korea's Dealsite, reported on October 30, SK Hynix is increasing orders for small outline compression attached memory module 2 (SOCAMM2) printed circuit boards (PCBs) as production ramps up for Nvidia's Vera Rubin AI platform. Meanwhile, shortages of copper-clad laminate (CCL) and other materials are pushing up substrate prices.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

SOCAMM2 printed circuit boards (PCBs)copper-clad laminate (CCL)substrate
SOCAMM2PCBCCLVera RubinAI platformmaterial shortage

Source and time

Source: DigiTimes Asia · 11/2/2026 · View original source

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