I don’t think you are wrong, but I don’t think you go far enough. In a few generations, the only option for top performance will be a SoC. You’ll get to pick which SoC you want and what box you want to put it in.
System in a Package (SiP) at least. Might not be efficient to etch the logic and that much memory onto the same silicon die, as the latest and greatest TSMC node will likely be much more expensive per square mm than the cutting edge memory production node from Samsung or whatever foundry where the memory is being made.
But with advanced packaging going the way it’s been over the last decade or so, it’s going to be hard to compete with the latency/throughout of an in-package interposer. You can only do so much with the vias/pathways on a printed circuit board.
I don’t think you are wrong, but I don’t think you go far enough. In a few generations, the only option for top performance will be a SoC. You’ll get to pick which SoC you want and what box you want to put it in.
System in a Package (SiP) at least. Might not be efficient to etch the logic and that much memory onto the same silicon die, as the latest and greatest TSMC node will likely be much more expensive per square mm than the cutting edge memory production node from Samsung or whatever foundry where the memory is being made.
But with advanced packaging going the way it’s been over the last decade or so, it’s going to be hard to compete with the latency/throughout of an in-package interposer. You can only do so much with the vias/pathways on a printed circuit board.
You are correct, I’m referring to on package. Need more coffee.