The scale of mass production for NVIDIA's Vera Rubin platform is on a continuous upward trajectory, and its influence is rippling throughout the supply chain. This effect is particularly pronounced in the TLC NAND spot market. Following a slump in June, the spot price for 512Gb TLC NAND has made a remarkable comeback, climbing back up to $21. In contrast, QLC prices have maintained their stability. Industry analysts are of the opinion that this upward trend in prices is justified, largely attributed to NVIDIA's technological advancements and the escalating market demand.