my take is that amd is doing the only thing they can which is increase volumes and lower cost.
they are clearly going to lose out on comparisons of performance and power on desktop and notebook platforms so price is the only thing left.
in order to maintain revenue and profitability volumes need to go up and costs need to go down. that means a die size reduction which means cache has to go.
the loss of performance due to cache reduction won't be noticed since they'll be losing on performance measures anyway.
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