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NVIDIA’s Vera Rubin Production Ramp-Up Is Now Squeezing TLC NAND Supply, Driving 512Gb Spot Prices To $21 After The June Slump
Such is the scale of NVIDIA's ongoing production ramp-up for its Vera Rubin platform that it's now manifesting itself in seemingly sparsely related nooks and cranies of the supply chain, such as the spot market for TLC NAND. In hindsight th…