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Nvidia Cuts SOCAMM DRAM to 28TB but Confirms HBM4 Unchanged; Morgan Stanley Raises 2026 Semiconductor Revenue to $880B

GateNews
Stocks
According to Morgan Stanley on June 5, Nvidia's Vera Rubin NVL72 rack SOCAMM DRAM capacity is being reduced from approximately 55TB to 28TB, with customers initially deploying 96GB modules instead of 192GB versions. However, each Rubin GPU maintains its full HBM4 allocation of 288GB, totaling approximately 20.7TB per rack. Morgan Stanley analyst Joseph Moore emphasized the reduction reflects genuine DRAM supply constraints, not weakening AI demand. The bank raised its 2026 global semiconductor revenue forecast from $807 billion to $880 billion, citing SIA data showing DRAM sales surged 375.3% year-over-year in April—the highest growth since 2001—while NAND sales increased 366%. Morgan Stanley maintained its "overweight" ratings on memory leaders Micron (target $1,050) and SanDisk (target $1,750), alongside Nvidia (target $288).
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