It is also a rigged comparison towards monoliths, once one considers that 3D packaging solutions can break rectile limit, and that the economies of scale (for foundries) is strong once the first movers prove themselves and the fly wheel gets going. Everyone across the spectrum wants cheap(er) 3D KGDs.While packaging chiplets is more expensive than monoliths, those monoliths suffer from exponentially worse yields
Though Nvidia has large enough margins and a tight grip on key markets to shallow it for at least a generation, I suppose.
(PVC is exclusive to the ICU, ahem, Intel Cinematic Universe. Let it be.)
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