Originally posted by ddriver
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Big HBM L4 cache on the I/O die (which gets less hot) would be nice to see, even if only for halo products like a 5950X/7950X equivalent. One way Intel has made its more expensive CPUs look better is by enabling more L3 cache per core as you go up the stack. The same could be done with L4 cache. Buy a 6-core, you get 2 GB of HBM, buy a 16-core, you get 8-16 GB.
I guess you're referring to Zen 4C as "Zen 3+". If they want to take advantage of what Intel's doing, we could see a mix of chiplets such as Zen 5 + Zen 4C.
Your analysis of the performance misses that Zen 4 will compete directly with 13th gen Raptor Lake which will bring its own single-threaded increase, and Intel is planning to rapidly release 14th gen Meteor Lake after that. There was only an ~8 month gap between Rocket Lake and Alder Lake.
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