Memory scarcity now overrules chip design, fab geography, and national security.
With DRAM at 3.5x since January and HBM spot at four to five times contract, Nvidia strips memory from its flagship GPU in favor of optics and tiered storage, while tariff threats push SK Hynix toward first-ever U.S. memory production despite Seoul's core-technology protections.
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Scarcity has overruled Rubin Ultra's own 1TB design target, forcing evaluation of 192–288GB configurations — memory supply dictating the flagship's architecture.
Memory scarcity is strong enough to drive SK Hynix toward first-ever U.S. memory production despite Seoul's core-technology protections — scarcity overruling national security and fab geography at once.