I mean. Can we just take any AMD component off the shelf and make it a chiplet?
The answer would be no. It would have to be a chiplet by design before you can add the components in. So there is some form of customization required as we know today that AMD have not made a Vega + Zen 2 chiplet design.
Surely this depends on their plans for Navi/Arcturus though?
They state in the article linked by Anexanhume that a concern for a chiplet design is acceptance of it by developers, but that wouldn't be a concern in the console space, so even a monolithic GPU for Navi on PC isn't necessarily indicative of their semi-custom approach.
In an age of multi tier consoles and streaming, it's conceivable that TSMC could manufacture a GPU wafer per platform, and use a much higher percentage thereof by way of binning.
For a hypothetical example, TSMC manufacture a wafer of 20CU Navi PS5 chiplets and bin:
- the highest clocking chiplets, with all 20 CU's, for streaming servers. 8 chiplets per streaming PS5 Pro.
- lower clocked chiplets, each with 2 CU's disabled, for a PS5 Pro. 8 chiplets per console.
- even lower clocked chiplets, each with 2 CU's disabled, for a base PS5. 4 chiplets per console.
- those same lowest clocked chiplets, with 2 CU's disabled, for a streaming focused PS5 Micro. 2 chiplets per console.
So I agree that it's a great way to hit high performance, but I also think it's a great way to use the same silicon across each platform, bringing overall prices down and catering to each strata of gamer.