blackkstar :
1. There are two versions of Streamroller, HEDT will get version 2, which is based on 14nm GloFo, the 14nm GloFo will be for FX/Opteron. The 20nm TSMC bulk will be for mobile parts like Temash replacement and GPUs.
These initial 14nm nodes are "Extreme Mobility". I wouldn't expect to see more than quad-Jaguar or quad-ARM on these nodes.
Steamroller/Excavator is likely out of the question.
blackkstar :
2. SR for HEDT/server has been completely cancelled and AMD will just skip to 14nm excavator on a new platform, probably released with HSA with dGPU as well as DDR4
Not likely. Even Intel is sticking to 22nm for their high end desktop platforms through 2014.
blackkstar :
3. (less optimistic) Fabrication processes only allow for mobile chips in the future so 32nm PD is the end of the line.
Exactly why they call it "Extreme Mobility".
blackkstar :
4. If SR for HEDT and server is cancelled, we might get lucky and see excavator released earlier than anticipated.
If 2015 is earlier than expected then probably.
blackkstar :
Just curious, but if GloFo will have 14nm, and it can clock better than TSMC bulk, why doesn't AMD make GPUs @ GloFo?
Track record. GF has no history of making 5B-6B transistor parts on these newer nodes. Where TSMC has made up to 7B transistor parts on their 28nm node.
blackkstar :
The foundary news is interest. Once again I've ran back to look at old rumors, and it looks like 2013/2014 was supposed to be 28nm, then 20nm, and now rumors of 14nm.
Xbit is being extremely liberal in their headlines. AMD did not mention taping out at all, they said transitioning. Big difference. Meaning their design tool sets will be upgraded for 20/14nm cell libraries.
Interesting enough Broadcom just announced possibly the first 16nm FinFet part saying it would run up to 3Ghz. Most likely made at TSMC but they did not give a release date at all.
http://www.xbitlabs.com/news/cpu/display/20131017233012_Broadcom_Announces_Its_First_ARMv8_A_64_Bit_Server_Microprocessors.html