Nvidia's custom memory design could deliver up to 30% more bandwidth and use 15% less power. A shared process may also make it easier to shift orders, though reported shortages could limit supply.
The shared base-die process could help Nvidia switch orders among memory suppliers as prices rise. Its custom design could also carry more data with less power. Reported memory shortages through 2028 could still limit supply, so the benefits are positive but not assured.
Micron is named as a supplier asked to make the custom memory, but the report does not say it won extra orders. Rising prices may help, but shortages and stronger Chinese competition mean this report does not change Micron's outlook.
SK Hynix is named as a supplier asked to make the custom memory, but the report does not say it won extra orders. Rising prices may help, but shortages and stronger Chinese competition mean this report does not change SK Hynix's outlook.
The reported plan would use TSMC's 3-nanometer process for the memory base die, giving TSMC work whichever supplier wins. TSMC did not comment, so the reported benefit is not a confirmed order.
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