...and some recent news claimed that SI is NI done on 40nm.

Why would AMD put lots of effort on yet another 40 nm product line, when their current full line up goes unmatched at some segments and when 28nm process isn't that far away?

So I see this last iteration very boring, with no reason why this would be nothing but a refresh to remain more competitive. Aimed for those who don't have 5xxx series cards yet.