NVIDIA's upcoming Vera Rubin AI server platform reportedly features reduced memory capacity, leading to significant declines in memory-related stocks worldwide. A report by SemiAnalysis highlighted these downgrades, causing SK Hynix shares to drop 9.92% and China's A-share Memory Index to fall 4% on June 5. Companies like Biwin Storage, Jointech, and Longsys also experienced share price declines. The memory downgrade is said to affect only CPU-side system memory, reflecting NVIDIA's strategic focus on supply-chain, power, and cost considerations.