u/Foreign-Ad479

Nvidia Vera-Rubin take tons of lpddr5.

https://wccftech.com/nvidia-rubin-ai-platform-will-devour-more-lpddr-memory-in-2027-than-apple-samsung-combined/amp/

Micron is catching up the race with the 256GB socamm2, which claims have the excellent low power consumption and largest capacity.

https://investors.micron.com/news-releases/news-release-details/micron-sets-new-benchmark-worlds-first-high-capacity-256gb

Citrini Research think Nvidia Vera Rubin platform will consume more Lpddr5 than Samsung and Apple combined. This is huge market for Micron.

I do believe recent days drop is deliberately. So that weak hand come in during the 800ish got shake off.