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A comment on Memory has grown to nearly two-thirds of AI chip component costs. Parent comment

Re:Memory has grown to nearly two-thirds of AI chip componen... by curiousllama on Sunday May 24, 2026 @05:22PM (#48261129)
How long would it take an aggressive company to expand production capacity? I always thought it takes a few years, at minimum, for even established players to stand up new fabs
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Re:Memory has grown to nearly two-thirds of AI chip componen... by amluto on Sunday May 24, 2026 @07:27PM (#48262048)
As far as I can tell, Micron and SK Hynix are using EUV lithography and may be constrained by availability of the equipment, whereas CXMT does not have EUV machines. There were reports that EUV lithography is needed for high yields, but CXMT appears to be proving that wrong.
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Re:Memory has grown to nearly two-thirds of AI chip componen... by magicalhippo on Monday May 25, 2026 @01:25AM (#48263664)
Micron was dragging its heel on EUV and only got it last year[1].

Seems it's mostly useful for LPDDR modules which are predominantly used in battery-powered devices and to improve margins.

[1]: https://www.tomshardware.com/pc-components/dram/micron-sampl...

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Re:Memory has grown to nearly two-thirds of AI chip componen... by scheme271 on Monday May 25, 2026 @03:50AM (#48264464)
LPDDR is used by the Nvidia rubin platform. I can see AMD using lpddr as well because it gives you denser memory at the same or reduced power budgets.
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