Karadjgne :
Heh. With what Vega can do with ½ of an APU in graphics, why something like a full sized Vega 96 couldn't be at least equitable to a 1080ti or better is beyond my understanding.
Have you seen the power consumption figures for Vega 64?
The first problem with making it bigger is cost. The die is already huge and expensive. AMD probably had a razor-thin profit at the stated launch price.
The second is that you would have to clock it lower, to keep power dissipation from being insane. Then, to compensate, it would have to be still larger, which runs against the point above.
The third issue is that HBM2 is really expensive (signs indicate they mis-predicted this, and it might be the limiting factor in supply), and a larger Vega would probably need at least 3 channels.
Finally, I suspect that GCN has architectural limitations around > 4096 shaders, which is why they spent a lot of their silicon budget on higher clocks.
Karadjgne :
It's like AMD has a recipe for awesome pizza, but a extra-large is only 12" around.
I think diameter of Vega 64 isn't the problem - it's thickness. It looks really good when you open the box, but you pick up the slices and they're really thin, with sparse toppings. Either way, I think we agree that more was needed.
IMO, GCN is running out of steam.