I wonder if it’s more because they’re hitting capacity limits as result of physical limitations of memory on package design — physical distance resulting in potentially unbalanced performance due to some memory simply doesn’t have physical space that could deliver consistent performance, thus limiting capacity as an idea that crossed my mind.

So less so of a “it’ll be more performant” thing, but “this was great but we have to back paddle because we need more memory than the space could permit” kind of thing?