A hypothesis based on how AMD is minting money on premium V-Cache processors, huge expectations for Strix Halo.
These two (plus Strix Point, another premium chip, doing less well) are all premium processors, and according to MLID leaks, all 3 of these premium product lines are going to be using the 12 core CCD, possibly N2.
Mainstream and low end CPUs will probably use different, likely monolithic dies.
Considering that all of these are premium products (not mass volume, higher price), then why not lock up the category by pairing all of them with V-Cache? What would be a better way to put Intel into Check - Mate then to knock out Intel completely from premium category of products?
If all of these N2 CCDs were to be paired with V-Cache, then removing 48 MB of L3 from main die to V-Cache wold be a non-brainer. From cost perspective:
- cost of 48 MB L3 on N2
vs.
-cost of adding N7 V-Cache die
could be a wash - while doubling the L3 to ~96 MB
There was another rumor floating around: that AMD would increase L2 from 1 MB to 2 MB. In case of 12 core CCD, that alone would be 24 MB of cache. Probably enough for lower end CPUs. But then, the lower end CPUs don't need 12 cores.
Only 1 segment would be missing a successor under this scenario - the low cost desktop 6 core CPUs, which could be addressed in other ways. And these chips, in any case, contribute the least to AMD gross margins.