Well, Apple going full on heterogenous Chiplet changes the rules on scaling, so... time will tell.
Time has told. The M1-M4 aren't hetergenous in the slightest. So it could not have been Apple plan for heterogenous solution for "Extreme". It was pound chunky homogenous "round" chip into "square" hole.
Was Apple eventually going to be shifting to hetergenous chiplets . The technology roadmap ( smaller reticle for High-NA , higher fab prices. etc. ) all pointed to them having to be adopted eventually whether they wanted to or not at some point in the future. At some point Apple was going to have to do more deliberate, good chiplet design.
However, going Hetergenous don't particularly map to an "Extreme" either. If Apple functionally decomposed the memory controller and large cache (and perhaps some I/O into a 'bottom layer' and glued a 'cores denser' chiplet on top that would probably do more to pull more workloads into the Pro/Max/Ultra space and lower the need for an Extreme chip. The future into the future get the more "horsepower" can probably pack into a smaller space (part of whole reason why fab stuff is on the ever higher cost tract now. )
The M5 Ultra might be first step at hetero.
| p-m-r | CPU+I/O chiplet | p-m-r |
| Big GPU + memory controller chiplet | Glue Routing (optional serverI/O ) chiplet | Big GPU + memory controller chiplet |
| p-m-r | CPU+I/O chiplet | p-m-r |
Because the "Max" has been chopped in two have to get to four to get to a 'double Max' Ultra. Probably don't need a N3 deluxe chip for the "Glue routing" chiplet. Possible Memory Retiming ( p-m-r ) if CPU+I/O chiplet hieght (up/down in table) pushes memory modules far enough away to be an issue. The memory isn't on the main package so p-m-r isn't a hetero-chiplet issue. However, the farther away push the chiplets from one one another the more scaling issues going to run into.
This has some potential problems "Extreme" probably ran into, but the CPU chiplets don't entangle themsles into the memory package placement problem.
Stacking stuff vertically works up until it doesn't.
Heterogenous isn't going to completely solve scaling solely in and of itself.