I doubt they want to make a commodity.

But who knows. Their unified memory architecture across core types already puts them in a different design space. Maybe that design space leads them to further opportunities for memory architecture differentiation.

I could see them (1) taking the two processing chips that make up an Ultra in coming generations, (2) fabbed with logic on top, and power distributed on the back side, as Intel is going for, and (3) sandwiching the logic sides around a layer of unified RAM, with (4) massive optical linking distributed across the surfaces, resulting in (5) unbelievable bandwidths and parallelism we couldn't dream of today.

And then, (6) announcing it at WWDC 2029 and (7) taking my money 5 minutes after the midnight when pre-order's start.