엔비디아, 루빈 울트라, HBM 사양조정 ======================= ~ TrendForce: DRAM… — 한투증권 미국/중국전략 정정영

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엔비디아, 루빈 울트라, HBM 사양조정

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~ TrendForce: DRAM Supply Shortage to Persist Through 2027… NVIDIA Considering Downgrading Rubin Ultra's HBM Configuration

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TrendForce: DRAM Supply Shortage to Persist Through 2027… NVIDIA Considering Downgrading Rubin Ultra's HBM Configuration - According to TrendForce's latest memory industry research, the DRAM supp…