Strix Halo is now a mini desktop part and NOT cheap
I think dual CCD V-cache will come true someday. Someone at AMD is plotting as we speak on how to make it happen, just like someone did for the ultimate APU aka Strix Halo.
I feel like stacking it on the memory controller means they'd only need one still, and could benefit multiple dies (be they CPU or GPU).
I wondered if that wasn't even the idea behind the c cores to begin with, they go with limited L3 because they'd be stacking it. Beef up L1 and L2 instead.
The cheapest X series Epyc Zen4 is listed at about $5000, and that's before a single cent of platform costs, for a 16 core processor. A 9950X3d2 would be profitable at $1000 and have nearly the same performance in many loads (but certainly not all and much more in others with higher clocks). Sell it under the Epyc 4xxx line as the 4685PX if you have to.
I'm still surprised that AMD didn't just push the multi dice chips to Threadripper. Especially this year with how the 370 chip could cover most consumer wants. I'm also surprised they haven't done something like make the Zen 5c dice be the X3D chip (sacrifice some of the density towards the TSV to enable the stacked cache), which would make them more appealing as you'd gain the cache for games but gain cores as well. It'd let them simplify the stack, or maybe even add a 3rd dice, so they do single dice at $599 where it'd offer what the 9900X3D does, a dual dice at $799 which would offer more than the 9950X3D, and then a third top of the line one at $999.
I really feel like AMD should have gone APU with embedded memory for consumer (the 370 AI chip really would've been good enough, especially with fast RAM), merge AM5 and Threadripper as a single platform go quad channel. They'd be able to offer the core counts of Threadripper outside the highest (which is what EPYC is for), plus it could've offered the ability to do Strix Halo like chips with even more RAM.
there's bound to be some slowdown in fab demand as LLMs become less resource-intensive and shops already have billions of GPUs in stock
also computing is already at a point where upgrades from now on will become more and more meaningless
there's bound to be increasing tons of unsold stock
also on mobile phones it's now already at least 4-5 years where upgrades have become meaningless, for example Galaxy S26 offers very little over Galaxy S21 or whatever
https://www.gsmarena.com/compare.php3?idPhone1=13610&idPhone2=10626#diff- literally the only main diff is 3nm vs 5nm chip over 4 years and it's a completely meaningless upgrade
Until they push larger AI chips in every internet of things devices and other claiming they need it to run all those "less resource intensive LLMs" on device, and suddenly every single thing (including toasters and probably the kitchen sink) need to have SoCs in them.