> We've got 8 high HBM, but will we have 100 in even 8 years or 1000 in another 8 more? No, probably not, but that's not the point. The point is that now memor

> We've got 8 high HBM, but will we have 100 in even 8 years or 1000 in another 8 more? No, probably not, but that's not the point. The point is that now memory and logic (in case of HBM) can be further decoupled, allowing us to use processes optimized for each, instead of having to compromise one for the other. This will allow for cheaper and faster iteration. You're correct that 3D scaling will likely not go very far, but that's not the key part; the ability to tightly couple heterogeneous dies, allowing for specialization and decoupling of processes, is the key to further scaling.