I think the 2 module theory can safely die now. Bobcat + bulldozer theory is interesting, but the modules seem to have too many similar/identical structures.

Perhaps we're actually looking at a six core part. The road-map that was posted earlier:



Shows Orochi not as an eight core part, but a >4 core part. My best guess here is that only the top two are actual "modules". The bottom 2 are single cores, with lots of cache, designed to get lots single threaded performance. Heterogeneous computing.

Hell, it's just as likely something else, but that's the only thing I can think of that makes sense right now. If true, it's hard to believe AMD would let something like that out of the bag.