They never shipped the zen 5 epyc big cache chip (e.g. 9685X). :( I'd hoped they pulled it to produce a HBM integrated chip instead, but they didn't do that either.
My hope is on Huawei, which has recently developed a stacked chip architecture that reminds me of HBM, and I'm wondering if that's step 1 of China entering HBM production.
I don't know enough about hardware, so I might be saying absolute nonsense, happy to be corrected so I can learn where I'm wrong