Slotted RAM is not fast enough. The memory solution Apple uses is similar to GPUs or specialised supercomputers (like existing Fugaku or upcoming Nvidia Grace-based designs). Those don't have replaceable RAM either. To achieve the same level of performance as M1 Max Apple would need to offer 8 memory channels, all of them filled. There are some server-grade CPUs with such a setup (e.g. AMD EPYC), but the mainboard alone costs over $1000 and uses the E-ATX form factor. And something like Ultra would require 16 slots. It's just not feasible for a Mac-Pro like setup, especially if you want high performance.
Slotted RAM in Apple Silicon designs would make sense as part of a tiered memory solution, as an additional large pool of memory living above the fast system RAM (where the fast system RAM works like a cache). But that's not easy to do either and it doesn't seem like Apple has the technology for this at this time.
I do wonder how it will compare with CAMM modules - if they become standardized and their performance pushed (electrically the same as sodimm but much shorter wires potentially and better theoretical performance).
To be clear I’m pretty sure that this is not a replacement for Apple’s “lpDDR-on-package bandwidth is so good that it can be used graphics cards” solution. But I do wonder how much better this will be for standard modular RAM.
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