Late last week, Forbes published an editorial by Patrick Moorhead, who spoke with Raja Koduri about AMD's future in the GPU industry. Patrick was a Corporate Vice President at AMD until late 2011. He then created Moor Insights and Strategy, which provides industry analysis. He regularly publishes editorials to Forbes and CIO. Raja Koduri is the head of the Radeon Technologies Group at AMD.
I'm going to be focusing on a brief mention a little more than half-way through, though. According to the editorial, Raja stated that AMD will release two new GPUs in 2016. “He promised two brand new GPUs in 2016, which are hopefully going to both be 14nm/16nm FinFET from GlobalFoundries or TSMC and will help make Advanced Micro Devices more power and die size competitive.”
We have been expecting AMD's Artic Islands to arrive at some point in 2016, which will compete with NVIDIA's Pascal architecture at the high end. AMD's product stack has been relatively stale for a while, with most of the innovation occurring at the top end and pushing the previous top-end down a bit. Two new GPU architectures almost definitely mean that a second one will focus on the lower end of the market, making more compelling products on smaller processes to be more power efficient, cheaper per unit, and include newer features.
Add the recent report of the Antigua architecture, which I assume is in addition to AMD's two architecture announcement, and AMD's product stack could look much less familiar next year.