"Upgradable" if you are willing to desolder and replace the BGA chips.
You can't just swap the module out.
You can't just swap the module out.
Again I have no proof, but there must be reasons he claims they have to be blank NANDs
If you are building new SSDs, it makes sense to be certain that used NAND chips aren't slipping into your supply chain.
They do have a limited number of write cycles that they are good for, after all.
So to expand storage in an M4 Mac, you indeed need to desolder the flash chips and solder in new ones.
It is a swappable part. Which means much more attainable servicing for flash failure or exhaustion, and possibly even upgrading storage in the future.