The 2X NVIDIA ETP (07788) rose nearly 3%, reaching an increase of 2.83% to HK$161.9 by the time of writing, with a turnover of HK$1.8381 million. On the news front, on April 20, South Korea's SK Hynix announced it has commenced mass production of next-generation memory modules specifically designed for NVIDIA’s upcoming Vera Rubin artificial intelligence chip. The company stated that it has started large-scale production of the 192GB SOC AM2, a next-generation memory module engineered to deliver functionality for AI servers while consuming less energy. SK Hynix emphasized that the currently mass-produced SOC AM2 product offers more than double the bandwidth and over 75% higher power efficiency compared to traditional RDIMM2, providing an optimized solution for high-performance AI operations. Oriental Securities believes that in the era of inference AI, the core challenge for computing centers is gradually shifting from a primary focus on computing power to storage and bandwidth efficiency. The demands of KV caching are introducing new requirements for storage architecture, and innovation in storage architecture is creating fresh opportunities. NVIDIA previously introduced its ICM AI native storage platform at CES 2026, adding a G3.5 flash memory layer to optimize KV cache management and leveraging BlueField-4 DPUs to achieve large capacity and high-speed transmission, with participation from multiple storage manufacturers. The company is also advancing its SCADA plan to enhance storage efficiency, and its cuDF and cuVS data acceleration libraries have been adopted by major international cloud platforms. Domestically, Transwarp Technology is collaborating with NVIDIA to develop a GPU database, jointly promoting cost reduction and efficiency improvement for AI inference and data processing.
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