[magicalhippo]

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...

[scheme271]

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.