FordGT90Concept If that picture is accurate, it's going to have a lot more than 4096 stream processors. That's how many the 28nm Fury X had and these chips appear to have the same die space (perhaps even more because the HBM chips appear smaller).



Is Global Foundries really that close to 7nm? How can GloFo be making such rapid improvements when Intel appears to be stuck? If this is accurate (I'd gander that Vega 20 is smoke and mirrors), GloFo could pass up Intel in process tech and that's quite unfathomable.



AMD not having an answer to Pascal for another three quarters is dire news. Vega 10 is no doubt beyond Pascal's reach but by the time it launches, it will have to contend with Volta.



If AMD's goal is to Nano (huge chip, low power) their entire product line up, that eats directly into AMD's profit margins. This news post is making me...



Intel is already expected to lose their process advantage. Intel is taking steps back from being the x86 leader 'no matter what' and its clear for all to see as they have moved away from tick/tock and do three steps between a shrink with Kaby Lake showing that third step to be pretty much no improvement whatsoever. They already scaled down several business units, sold some acquisitions (McAfee for ex) and are definitely a little bit worried even though they will never admit they are. Look at Intel right now, it has its dominance, but only on parts of the market that are stagnant or out of the consumers' eyesight (server, HPC). They know they can't live on those markets alone and they've been making moves to counter that, but so far their GPUs are still nothing special and way too expensive for what they offer, their IoT stuff is being overwhelmed by ARM offerings, and those smaller systems like NUC... well, I doubt that'll ever be more than a niche.I think the market may very well turn around in AMD's favor. AMD is positioned a LOT better at the moment and they are making efforts to get into the picture for new markets, or already are in it, for example: consoles (again, PS4Pro and Scorpio), APIs, and custom SOCs. AMD is also becoming much more 'lean' than Intel and the funny thing is that AMD is actually ahead of Intel with regards to streamlining the company.However in terms of process nodes, we know that the '7nm' and FD-SOI processes are not a 'real' node shrink in the original sense of the word. Intel still currently has the smallest 'real' node even on 14nm.About Vega 10, positioning between GP104 and GP102 seems like a very smart move because by Q2 2017 the GP104 and GP102 will have aged abit. They will probably push that GPU as the bang/buck high end offering and do another HD7950 with it, probably leaning heavily on overclockability to push it towards GP102. With current pricing, the GP104 and GP102 won't be selling like hotcakes anyway and the only way they will sell bigger numbers is through price drops. AMD only needs to position their GPU just a little bit better and they will offer the HBM2 product versus the GDDR5 product that no one was really waiting for, but at a similar price point and with the added advantage of being 9 months newer than its competitors (this matters, look at all those who sold a 980ti to get an almost similar and situationally even weaker 1070).Look at how Fury X excels on certain games in newer APIs and you can see how HBM2 on an even wider GPU will absolutely be king of the hill, making positioning between 104 and 102 more of a worst case scenario than anything else. In addition, all that matters for AMD is that they push large amounts of products with a little bit of margin, not some Titan XP equivalent for the halo effect that will be out of the picture for 99% of the potential market.To compete, you don't need the top end product, you just need a product people want to buy.