1. You dont know how much AMD or Nvidia pays for each die, neither the ratio of functional dies.
True that. But I am confident that Nvidia is a much bigger customer of TSMC than AMD, and that Nvidia must be getting a pretty good deal there.
In addition, since both have cores enabled, the yield of both should be very high on such a mature process. And, finally, the yield on the fully functional dies has to tilt in favor of Nvidia because their die is 20% smaller.
I think that's sufficient arguments to conclude that Nvidia's die cost will be significantly lower.
2. You dont know whats the performance of the full Tonga die. I bet it destroy GK104 in every way and even Maxwell in performance/mm2.
I bet it will destroy GK104 in absolute performance. At the cost of extra DRAMs. I bet it will be destroyed by GM204 despite the latter having 2 DRAMs less. And if gm107 is an indication, I bet gm204 will destroy Tonga as well in perf/mm2.
And, finally, gm204 will have better perf/W as well, so the perf/$ for cooling will be better for gm204 as well.
Bloodbath coming.
3. Doubt any company would release any product that cost them the same as the previous one, and gets the same performance.
Tonga has better perf/$ than Tahiti. So much is obvious. It's just that they only now catch up with GK104 in that respect. They're 2 years late.
You really wonder what AMD has been doing all this time.