New rumors
https://videocardz.com/newz/amd-sienna-cichlid-navi21-big-navi-gpu-memory-rumors-hbm-vs-gddr6
Rumor 1 Sienna cichild has HBM as does arcturus which is the new radeon instinct
Rumor 2 Big navi has a 512bit 16 GB memory set up.
More information at the link. Dunno how true it is. Perhaps the HMB edition is the highest end ?
Thinking about it recently, ultra high end rendering is an actual market. The RTX 8000 has 48gb of ram and costs $5k. It's probably what's powering season 2 of The Mandalorian for their live action backprojection stuff, not to mention some production renderers are starting to put in DXR acceleration options. AMD could get in on that market with an HBM card. 2e goes up to 96gb for 4 stacks, which could technically hold an entire high end, movie quality scene in memory. EG the Moana main island dataset (base) is 93gb, imagine rendering the entirety of Moana's main island environment in realtime.
Not that 12 high/24gb stacks are available yet, but the point stands and 64gbs for 4 stacks (practical limit based on die size, a100 has 5 but is huuuuge) is still damn good, and could be upgradable in hypothesis. Point is taping out 7nm stuff is massively expensive and apparently there's only 3 main GPUs they're planning, thus AMD could use a salvage bin for ultra high end consumer stuff. HBM is expensive, but realistically 16gb, or two eight high stacks of HBM2E would deliver what, about 70% (littler more) boost in bandwidth over the 5700xt. 16-17 teraflops would put high end consumer Navi in competitive range with Nvidia's new stuff if some of the leaks are anything to go by. It'd be more costly than GDDR6 that's certain, but, not impinging thaaat much on profit margins and give a much better edge in the ultra high end market.
As for 512bit, that's technically possibly but seems a bigger stretch. Combining a 384bit bus with the newer 18gbps GDDR6 would yield a 92% increase in bandwidth by itself. Almost doubling the 5700xt's performance while keeping in consumer range TDPs and adding raytracing and etc. is already a very high goal to hit, doing somehow even more seems less likely. I mean, not impossible in a technical sense I'd suppose, but between the two I'd actually bet on first rumor (the two seem mutually exclusive). Obviously doubly so if it's confirmed to be an actual commit.