I think its worth quoting this, with a little summary that can be gathered from rumors, to get a little context.
N23 - 40 CUs/192 bit bus.
N22 - 60 CUs/256 bit bus.
N21 - 80 CUs/384 bit bus.
192bit bus => 6BG Vram
Does anyone believe that AMD will release M23 with only 6GB Vram, while performing 10% faster than 20820 Super?
The other option would be 12GB Vram, but that's also unlikely.
The next problem is 192bit bus.
5700XT has 256bit 14Ghz => 448GB/s
N23 with 192bit 14Ghz => 336GB/s
N23 with 192bit 16Ghz => 384GB/s
Even If N23 had 16Ghz memory 5700 XT would still have 17% higher bandwidth and this N23 is supposedly as fast as 2080 Super or faster which means 39% over 5700 XT(2080 Super is 26% faster than 5700 XT and another 10% over that is 1.26*1.1 = 1.39). That would mean N23 has 62% more effective memory subsystem compared to 5700 XT, which is in my opinion a nonsense.
BTW those TBPs you mentioned once more would mean >80-100% better performance/W ratio compared to Navi, yet AMD mentioned only 50% better performance/W ratio. AMD managed only 50% in the previous generation by using 7nm and a new architecture(RDNA1) and now RDNA2 on a barely better process should have over 80-100%? In my opinion this is another nonsense.