They better shift Vega to TSMC.
Would Lisa put all their eggs in one basket with only using GloFlo?
I think she is much smarter tech wise than most and I am betting when issues popped up at GloFlo, she would be making the decision that would be best for AMD, not GloFlo, but, it all comes down to $$$, could they afford the cost of having multiple teams on each node?
From the Pcper stream, Raja was saying they had Polaris 11 up first to fill OEM deals that had to be met. It wasn't mentioned what process they used, but, it makes sense that they used 14nm LPE instead of 14nm LPP.
I don't think we will get solid numbers for those chips until back to school season starts.
Not to mention the console deals, there is no way they would accept anything less than what the specs called for.
So, unless Vega was already using TSMC, it is far too late to do anything if Lisa chose to only use GloFlo.
Another possibility could be the 14nm tech itself. It is fine for mobile & small chips like that, but, once it goes above a certain size, it is bad news.
Case in point, the only other known dual sourced chip was done by Apple, and look at the size of that chip.
AMD's is more than double that size at 232mm^2.
I can't find another company that has a bigger die size using Samsung's tech, so, it is a big unknown.
On paper, it all looks good...
I am looking forward to see what Chipworks finds out about the 480, they have one on order..
http://semimd.com/chipworks/
Tom finished up with a plug for the new AMD Radeon 480 GPU, fabbed on the GF 14LPP process (we have one on order!), and a wrap-up of the above.