If the claims pan out, things like cutting half of Kaveri's oversized memory IOs would be a decent area saver. The IOs for HBM should be very small, if they are there.
HDL might be a factor, but so can other things like if the 28nm process is different than the semi-custom one Kaveri is on. A full transition to a density-optimized node could allow for the GPU to shrink further, and also encourage a cap on CPU clocks.
Should HBM be true, however, then AMD can be fighting for area savings because the dimensions of the chip and the HBM modules have an impact on the interposer and the package footprint. Even if the cheapest products can't justify the cost-adder, unless AMD has two different implementations, the chip has to be suitable for both.
Good point, I hadn't thought of that.
It could still be a corner case for the architecture, if it takes serious binning to get there.
Well, I wouldn't know about that, but my guess is that the target for Carrizo is 15-35W. Anything below or above that is probably taking the design out of its optimal range.
It will be interesting to see whether Carrizo or Nolan/Amur performs better at 15W. I'm leaning towards the latter because Beema already has the advantage (albeit a small one) over Kaveri and they're both on 28nm, while Nolan/Amur should be shrunk made on 20nm.