[quotemsg=21661018,0,120171]Happy about Ryzen, cautious about Vega.Happy Vega is fast, not so happy it is expensive. Cut half the memory and drop the price, we need strong competition against those RTXes.[/quotemsg]
AMD have had the Vega 20 GPU in the works for some time, they've publicly said it would never be released as a gaming part. Either that was AMD misdirection, or something changed.
Vega 20 (now announced as Vega VII) was always going to be roughly competitive with the 1080ti, but with a >300mm2 die on a brand new 7nm process, 16GB of HBM2 and a 300W power draw, it was always going to be really, really expensive to produce. It always made sense for AMD in professional markets with (relatively) low volume but high margins.
I'm guessing that AMD never intended to release Vega 20 to the gaming market because they assumed they'd never be able to price such an expensive card to effectively compete with Nvidia through 2019. AMD were probably thinking: who in their right mind would pay $700 for 1080ti performance in 2019?! Remember in August 2018, it wasn't difficult at all to find a 1080ti for under $600.
Aaaaand then Nvidia launches the 2080 card which offers worse price to performance (on street prices anyway) and shows their intention to charge $700 for 1080ti performance through the bulk 2019.
AMD think: well we have a card sitting here that offers 1080ti performance and we can still make a profit @ $700... let's release it! The lack of partner cards is a decent indication that this is a recent decision.
I would love AMD to release these at a steep price cut, but I genuinely don't think they could make a profit any other way.
On a separate note: RE memory, does anyone know if the 4096bit memory bus is actually possible with just 8GB of HMB2? Perhaps their decision to go with a high (possibly excessive!?) 16GB is because it's required for the bandwidth. They could do 8GB, but that would mean dropping to the 2048bit interface which it seems was a very significant bottleneck for Vega 10 (56 & 64).