Comment by zozbot234
Intel would be in the very same bind as every other DRAM producer who's trying to expand production today, only far worse because they have practically no experience fabbing DRAM compared to logic. (You can fab eDRAM on logic processes, but you'd only do that out of sheer desperation since the cost per bit is much higher.)
What they could do very easily in this market is bring back frickin Optane and hook it up to a modern PCIe bus with modern PCIe performance.
A recent development is High Bandwidth Flash (HBF) which works the same as HBM but uses less power and has far higher density.
If Intel made an equivalent high bandwidth Optane product, they’d immediately corner the GPU memory market.