Which algos?

For EtHash my plan was 37P + HMC. Logic usage would be minimal, most of the chip would be doing something else, CN7, etc. I never saw those large memory algos as bread winners, just icing on the cake.

It's kind of moot with asics for equihash and ethash. Unless there's some other large mem algo I'm not aware of.

I also think your HBM/GDDR6 bandwidth is off. I doubt memory bandwidth is going to triple in the next gen, double, probably -- maybe 512GB/s max for HBM3.