Micron Ships 256GB SOCAMM2 LPDRAM Module as Morgan Stanley Chooses Nvidia
Micron shipped customer samples of a 256GB SOCAMM2 LPDRAM module, the industry's first monolithic 32Gb LPDDR5X design offering 2TB per 8-channel CPU with one-third lower power and footprint than RDIMMs and 2.3× faster LLM token time. Morgan Stanley replaced Micron with Nvidia as top semiconductor pick, citing Nvidia’s AI roadmap.
1. Micron Ships First 256GB SOCAMM2 Module
Micron has begun shipping customer samples of its 256GB SOCAMM2 LPDRAM module, enabled by the industry’s first monolithic 32Gb LPDDR5X die. This milestone offers 2TB of LPDRAM per 8-channel CPU, expanding memory capacity for AI and high-performance computing workloads.
2. Efficiency and Performance Improvements
The 256GB SOCAMM2 consumes one-third the power and occupies one-third the footprint of equivalent RDIMMs, improving rack density and reducing total cost of ownership. In unified memory architectures it delivers 2.3× faster time to first token for long-context LLM inference and 3× better performance per watt in standalone CPU applications.
3. Morgan Stanley Picks Nvidia Over Micron
Morgan Stanley replaced Micron with Nvidia as its top semiconductor pick, citing confidence in Nvidia’s AI roadmap and ecosystem strategy ahead of its GTC conference scheduled for March 16–19. The shift reflects investor focus on AI processors and the potential easing of DRAM supply constraints.