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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 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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