Our Vera SOCAMM note is causing a bit of a stir. As always some folks are jumping to the wrong conclusions. Those saying…
SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-06-08
SemiAnalysis defends its Vera SOCAMM analysis against critics calling it fake news, citing physical evidence at SK Hynix's booth at Computex as validation of the report.
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Extraction
Topics: nvidia-vera-rubinsocammhbm-memorygpu-hardwaresemiconductor-industry
Claims
- SemiAnalysis published a note about Vera SOCAMM that generated significant controversy.
- Critics calling the report fake news did not attend the Hynix booth at Computex, where evidence was visible.
- SemiAnalysis asserts its reporting is accurate and that critics are drawing incorrect conclusions.
Key quotes
Our Vera SOCAMM note is causing a bit of a stir. As always some folks are jumping to the wrong conclusions. Those saying this is fake news clearly didn't visit the Hynix booth at Computex.