youcanDUit :
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what's the speculation? is there anything that holds merit? anything anyone knows for sure?
wouldn't be speculation if we knew for sure, would it?

the first page of this thread has a few links and more info scattered throughout the thread if you have time and effort(Lots of it) to look for them.
what we know for sure:
steamroller microarchitecture will be available in apu form first.
kaveri apu (new a10 and a8 with new model numbers) will be the first amd product to feature SR cores. revealed kaveri apus have 2 modules capable of executing 4 threads with new amd integrated gpu based on
gcn uarch. it will also have amd's
hsa enhancements that are supposed to be helpful in certain workloads. if you're seeing unfamiliar acronyms, look them up in amd website or google.
desktop kaveri will fit on
socket fm2+, a socket specific for kaveri due to it's redesign. socket fm2+ supports older trinity and richland apus. however, older socket
fm2(notice the lack of '+') motherboards won't be able to run kaveri apus. amd has introduced a new motherboard chipset for kaveri - a88x.
kaveri will feature pcie gen 3.0 support with it's integrated pcie controller (on die).
amd's foundry partner global foundries will make these apus on their 28nm high performance node (forgot exact designation).
amd has revealed opterons based on berlin apu which is eerily similar to kaveri specs, except with server-specific features.
what we don't know:
cpu, igpu clockrates, type of substrate, real world performance, hsa's effectiveness, price, skus, global foundries' yields etc.
what we speculate over:
3-4M version, fd-soi, overclockability, what happened after strongly rumored internal cancellation, steamroller B cores, glofo's cooperation with amd, possibility of sr cpus (like FX), new socket, what we don't know etc.
these, more or less. there may be more, i coulda missed something as well.