Nvidia’s (NVDA) next wave of AI chips is starting to take shape as suppliers ramp up production. The South Korea-based chipmaker SK Hynix (HXSCL) has begun mass production of advanced memory modules designed for Nvidia’s Vera Rubin system. Designed to deliver stronger AI server performance at lower power usage, the module marks a significant step in the Vera Rubin supply chain. SK Hynix shares in South Korea rose 3.4% in today’s session, while NVDA stock is down 1.4% in pre-market hours.
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New trading tool for NVDA bearsFor context, SK Hynix specializes in memory products, such as DRAM and NAND, which are widely used in data centers, smartphones, and AI systems. It supplies key components to Apple (AAPL), Nvidia, and more, making it a key beneficiary of AI-driven demand.
Nvidia’s Vera Rubin Gets Key Boost
SK Hynix is rolling out its 192GB SOCAMM2 module, which is built for Nvidia’s upcoming Vera Rubin system. The company says these chips can help solve memory bottlenecks when training and running large AI models.
For Nvidia, SK Hynix’s production shows the supply chain is lining up for shipment launch. It also lowers the risk of delays and points to steady progress toward shipment. Overall, this makes it more likely that Nvidia can roll out its next-gen chips on time and keep growing its data center business.
For context, Nvidia unveiled its Vera Rubin platform earlier this year as the successor to its Blackwell chips, with shipments expected to begin in the second half of 2026. Recently, Bernstein analyst David Dai described the platform as “a monster,” projecting up to 5x higher inference performance and 3.5x faster training compared to current models.
Are Nvidia Shares a Good Buy?
According to TipRanks, NVDA stock has a Strong Buy consensus rating based on 41 Buys, one Hold, and one Sell assigned in the last three months. At $237.57, the Nvidia average share price target implies a 35.64% upside potential.
