Radeon N31 vs. GeForce AD102/103, chip area analysis and rough cost estimates

As text on Substack: https://locuza.substack.com/p/radeon-...
Twitter thread:   / 1627042617358749696  
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Video chapters:
00:00 - Intro and rambling
02:18 - Die sizes and transistor density
03:56 - AD102 floorplan interpretation
04:45 - N31 floorplan interpretation
05:38 - Area breakdown of N31 and AD102 (+AD103 floorplan)
08:29 - Rough cost per die calculations
12:32 - Monolithic 5 nm N31 chip size and cost estimate (384b)
14:20 - Monolithic 5 nm N31 chip size and cost estimate (256b)
17:38 - N31 respin talks
18:52 - Performance per mm² view
20:22 - Outro, Goodbye!
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Used sources:

Small Raptor image by Mehmet Turgut Kirkgoz on Pexels:
https://www.pexels.com/de-de/foto/eie...

TSVs for extra cache on the MCDs claim by Angstronomics:
https://www.angstronomics.com/p/amds-...

Performance and performance per watt analysis by 3DCenter.org for N31 and AD102/103 products:
https://www.3dcenter.org/artikel/laun...

AD102/103 die shots from TechAnalyE via Twitter:
  / 1603529138090172416  
  / 1605301891751063552  

Fiddler on the Roof (1/10) Movie CLIP - Tradition! (1971) HD:
   • Fiddler on the Roof (1/10) Movie CLIP...  

Ian Cutress / TechTechPotato 5/6/7 nm wafer prices:
   • AMD Ryzen 9 7950X: Cost to Manufacture?  

Wafer prices from The Information Network via Robert Castellano/Seekingalpha:
https://seekingalpha.com/article/4544...

Cerebras Wafer Scale Engine image:
https://www.cerebras.net/company/pres...

Projected defect density for N5 by TSMC via Anandtech: https://www.anandtech.com/show/16028/...

Die per wafer calculator via:
http://cloud.mooreelite.com/tools/die...

Performance and power consumption numbers for the GF100/GF110 GPU chips from Computerbase:
https://www.computerbase.de/2010-11/t...

Football image by Riccardo on Pexels:
https://www.pexels.com/de-de/foto/gru...