Does anyone else think this sentence is completely unnecessary?
"...the company is positioning its upcoming flagship GPU higher than its current-generation Navi 21."
Is anyone seriously expecting the new gen flagship to be slower than the current flagship?
You're thinking about performance, but Anton is referring to the target market. Navi 21 went for the high-end to just barely extreme price range ($580 to $1100). Nvidia GA102 went higher, $700 to $1500 (and even $2000 with the 3090 Ti launch). Of course Navi 31 will be faster than Navi 21, but we also think there's a good chance AMD will go after the absolute performance and extreme price crowd. That's speculation, but then so is a LOT of stuff with this news. So it could be a $1,500 part.
Frankly, I'm still VERY skeptical of the "guesswork" showing chiplet MCDs. That makes no sense to me. Each MCD would need to link to the GCD via, what, Infinity Fabric? But having six 64-bit MCDs would mean having six Infinity Fabric links, most likely, which hasn't really simplified anything. The only thing that would accomplish is moving the cache off the GPU and onto a separate chip, which maybe works out okay. Anyway, I'm not saying AMD isn't going this route, but I I still think a larger MCD + Cache with a varying number of enabled memory links (binning) connecting to multiple GCDs would be more sensible.
Also, the prospect of 3D V-Cache might seem tantalizing, but it basically added $100 to the cost of 5800X3D. Maybe smaller cache chips only add $25 to $50 per MCD, but that's still up to $300 to the raw bill of materials, which would mean the cards would have to cost basically $500 more.