This is 173% fud. If it happens, it's because Framework is dead
Take a look at the Framework desktop, it comes with soldered on RAM. Not because of any active decisions made by Framework, but simply because that's how that CPU ships. It literally didn't support RAM slots. I can only see this trend continuing. I don't doubt that Framework will be the last hold out in the fight against soldered on RAM and SSDs, but sooner or later if they want to keep shipping the latest CPUs, they probably won't have too much of a choice in the matter.
My gut is that Framework shipping a desktop with soldered RAM was simply a compromise of opportunity, given the LLM boom and interest in AMD Strix Halo. I can only guess, but I'm betting the Intel desktop will not have soldered parts. I'm further hopeful that if folks need to upgrade this specific device that there will be a healthy second hand market hungry for them like there is for used Nvidia GPU's.
But I do agree that the trend of soldered SoC-like will grow, seeing that less than 1 in 10 consumers ever upgrade a computer. Apple silicon has been out for four years and I don't really come across a lot of grumbling about their integrated components which gives me hope that it's a tenable option and we're worried about nothing.
FW asked AMD about lpcamm memory and AMD looked into it (assigned an engineer and everything) but came back and said no it couldn't be done (I am guessing without crippling performance).
I would be in the market for the MB only but I think I can build a 9950 based system cheaper, but I am not running AI models locally.
Take a look at the Framework desktop, it comes with soldered on RAM. Not because of any active decisions made by Framework, but simply because that's how that CPU ships. It literally didn't support RAM slots. I can only see this trend continuing. I don't doubt that Framework will be the last hold out in the fight against soldered on RAM and SSDs, but sooner or later if they want to keep shipping the latest CPUs, they probably won't have too much of a choice in the matter.