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Since 2026, the market capitalization of listed companies in the memory industry has continued to rise, with the market driving the transformation of memory assets from traditional 'cyclical stocks' to 'core infrastructure assets in the AI era.' During this critical period of valuation transition, overseas research firm SemiAnalysis released a research report stating that NVIDIA's new-generation Vera Rubin AI server platform will reduce memory configurations and cut costs, triggering a collective pullback in memory concept stocks at home and abroad. Industry analysts pointed out that the reported reduction in configurations only applies to system memory on the CPU side and is unrelated to the GPU compute core, representing NVIDIA's strategic considerations based on multiple factors such as supply chain, power consumption, and costs.
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