Different types of DRAM can literally be made from the same already-etched wafer. The DRAM bits themselves don't change at all. What's different between DDR4, DDR5, and HBM is the IO interface to the chip. Changing this does not require significant retooling or relearning.
Does that mean CXMT is one inch away from also eating into the DDR5 market?
> The DRAM bits themselves don't change at all. What's different between DDR4, DDR5, and HBM is the IO interface
That's not completely accurate - since the bw between these are different, the routing and therefore propagation delays for DDR4 won't allow it to magically be used as DDR5 or HBM.
If you design for the most strict timings, then sure.