Navi 48 is 390mm^2 while GB205 is 263mm^2 and priced at $549. They both use TSMC 4nm and TSMC increased their prices recently.
GB203 is 378mm^2 and priced at $749 and $999 depending on the card. I think AMD may struggle here, although perhaps GDDR6 is a lot cheaper than GDDR7 which might help.
RDNA3 used a GCD+MCD design which helped keep the GCD small. Only 200mm^2 in the 7800XT.
But pictures of RDNA4 show a large monolithic die.
AMD Navi 48 in real flesh The GPU is estimated at 390 mm². Navi 48, Source: Tom’s Hardware Tom’s Hardware captured photos of the tray holding AMD’s latest silicon. While AMD showcased various products during the CES 2025 keynote, the company’s executives decided to exclude any mention of RDNA4...
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