Question I have is, what purpose does Z-NAND and Optane serve now or in the near future?
Nvidia has said they want
vastly higher-performing SSDs, which probably caught Samsung's interest.
Also, Sandisk is proposing to use flash in a HBM-like fashion for direct streaming of AI model weights. Perhaps Samsung is also heading in that direction, with Z-NAND?
Because if there is demand, Intel could sell off their Optane IP and let someone else make it.
I doubt it. Optane fell short of expectations on multiple levels. Perhaps the final nail in its coffin was its failure to effectively scale in 3 dimensions, as Intel had initially hyped. IIRC, the first gen Optane dies were only 2 layers and the second gen were only 4? Meanwhile, NAND is doing like 300 layers, these days.
From what I've heard, Optane also has an efficiency problem on writing, which sounds like another potential scaling bottleneck.
Regardless, if this technology had legs, I'm sure Intel would've sold it. I think the issue must've been that Intel never turned a profit on Optane, the trends pointed in the wrong direction, and there was probably nobody interested in buying it. The fact that XL-Flash and Z-NAND are competitive on performance, while certainly being much higher density, shows that Optane was probably a dead-end technology.