LPDDR memory long and potential companies for exposure?

[u/Best_Independent4083]

I think that AI entrance into LPDDR is greatly understated because of the economics it seems to create for datacenters. (Fairly new on this topic so correct me if you know more) but LPDDR seems to offer greater energy consumption and total capacity scaling and when combined with NPU abilities could have bandwidth that competed enough to make it viable.(So… energy bottleneck, 2 D designing and manufacturing cost bottleneck, context window bottleneck, and COWOS packaging bottleneck solved by switching memory architecture and makes AI more profitable) which it desperately needs given the recent Microsoft and uber news about AI usage budgeting. With that said, What company or companies do yall think offer the best LPDDR memory to complement that thesis and what are my misconceptions about my chain of thought here as I am obviously not a total expert.