Yeah but when discrete GPUs get to 5nm they will still be reticle limited. They're not going to stop getting bigger. If Apple maintains a process node advantage

Yeah but when discrete GPUs get to 5nm they will still be reticle limited. They're not going to stop getting bigger. If Apple maintains a process node advantage maybe they could do SoCs to compete with discrete graphics at the previous node but I think Nvidia will catch up. I agree that a combination of HBM and DDR sounds pretty good for a unified memory architecture. Are you imagining it as just another layer in the cache hierarchy or something actively managed?