NVIDIA’s Vera Rubin Production Ramp-Up Is Now Squeezing TLC NAND Supply, Driving 512Gb Spot Prices To $21 After The June Slump
Such is the scale of NVIDIA's ongoing production ramp-up for its Vera Rubin platform that it's now manifesting itself in seemingly sparsely related nooks and cranies of the supply chain, such as the spot market for TLC NAND. In hindsight though, the rise in spot TLC prices is entirely reasonable, especially given the Context Memory eXtension (CMX) that NVIDIA is bringing onboard with the Vera Rubin platform. NVIDIA's production ramp-up of its Vera Rubin platform is squeezing TLC NAND supply by locking in a growing number of NAND cells within the CMX, and as enterprise SSD demand scales up in…
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