I hope somebody with relevant knowledge can answer this question, please: what % of the costs is "physical cost per unit" and what % is maintaining the I+D, factories, channels...? In other words, if a chip with 100x size (100x gates, etc.) made sense, would it cost 100x to produce or just 10x or just 2x? Edit: providing there wouldn't be additional design costs, just stacking current tech.
In the "huge chip" case, you need the whole 8x area to be flawless, otherwise the chip gets binned as a Celeron. If the chiplet case, any single chip with a flaw can go into the Celeron bin, and 8 flawless ones can be assembled into a flawless CPU, and any defect ones go into the re-use bin. And if you end up with a flawed chip that can't be used at the smallest bin size, you're only tossing 1/4 or 1/8 of a CPU in the trash.