CXMT was hindered by various sanctions and lawsuits for the "allegedly" stolen IP. Intel can cleanly partner with Micron like they did for their Optane line (which btw can also offload a lot of the demand via CXL DIMMs).
They also don't have to match Micron, they just need to introduce sufficient marginal supply to a supply constrained market or use it to their advantage by making the memory for their own platforms by-passing the shortage everyone else has to contend with.
They also don't have to match Micron, they just need to introduce sufficient marginal supply to a supply constrained market or use it to their advantage by making the memory for their own platforms by-passing the shortage everyone else has to contend with.