News Micron samples ground-breaking EUV-based memory — new DRAM process slashes power consumption by 20% and boosts performance by 15%

I keep hoping for a new competitor in the desktop memory space. I think Micron was first to market with 32Gb IC, but that's been pretty much limited to JEDEC speed and timings. So far it seems like Micron and Samsung have been perfectly happy ceding the enthusiast business to SK Hynix. Perhaps this time next year we'll see some more competition in that space.
 
I keep hoping for a new competitor in the desktop memory space. I think Micron was first to market with 32Gb IC, but that's been pretty much limited to JEDEC speed and timings. So far it seems like Micron and Samsung have been perfectly happy ceding the enthusiast business to SK Hynix. Perhaps this time next year we'll see some more competition in that space.
If we see a new entrant, it would almost certainly have to be productizing a 3D DRAM breakthrough to leap over the competition in bits/$. For example, NEO Semiconductor's 3D X-DRAM. Instead of EUV, maybe an older node from GlobalFoundries or something would be used, since a new player likely wouldn't have their own fabs.
 
If we see a new entrant, it would almost certainly have to be productizing a 3D DRAM breakthrough to leap over the competition in bits/$. For example, NEO Semiconductor's 3D X-DRAM. Instead of EUV, maybe an older node from GlobalFoundries or something would be used, since a new player likely wouldn't have their own fabs.
While it would be interesting to see a truly new technology entering the memory space decades of non delivery has made me write off every new technology until it's in production.

I was actually hoping Nanya would maybe poke their nose into the desktop space, but I'm getting the feeling that EUV is likely mandatory for good DDR5 speed scaling. SK Hynix was the first of the big three to use EUV for DDR5 and they haven't ceded their lead in desktop. Samsung seems to be focusing more on LPDDR5 and Micron has been doing a bunch of varied enterprise DDR5.

Just as an example for how unserious Samsung and Micron memory IC is taken for enthusiast kits my motherboard QVL has the fastest supported SpecTek (Micron value sub brand) at 7000, Micron at 6400 and Samsung at 6000.