"That explains Cayman, but why weren't Cozumel and Kauai shrunk too? Why does NNI/NI-40 have four members while NI-32 only have three? That one comes down to pricing. Even before the 32nm knifing, AMD ran the numbers, and realized that for a mid-range chip, the VLIW4 architecture, while completely doable on 32nm, would not be as cost effective as one made from selectively borrowing from NI-32, and backporting to 40. Cost per area equivalent bit TSMC, and cost them a lot of wafer starts.
Long before TSMC surprised the world about 32nm, or lack thereof, Cozumel and Kauai were killed and replaced by Barts, Turks and Caicos. In a nice bit of synergy, when 32nm was killed and the decision to backport Ibiza was made, a lot of the key pieces of the chip were already ported, or well into the process of being ported to 40nm. Give and ye shall receive."
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