Even then, the question remains if bandwidth or capacity was the driving factor with four stacks. Does V100 need more bandwidth? Ignoring slight power and reliability differences. Need to check if they actually used 8-Hi on anything, or if it's an option.
That's assuming they aren't different product numbers and each AIB has a different, but consistent part. The wait seems more likely a result of fab allocations in the face of Ryzen demand. I wouldn't be surprised if we see a TSMC or other fab on a refreshed part just for added capacity. That WSA amendment has to be for something. On the flip side demand seems to finally be easing a bit with recent volume.
Vega64/Frontier Edition needs bandwidth, V100/P100 needs bandwidth so not sure why differentiate them.
What makes you think it is more to do with Ryzen desktop/server rather than at least 3 different packaging logistics,yields and variations related to GPU-HBM?
Who is to say the batch of GPU dies or HBM is consistent between the different packaging logistics/product.
You think the AIB partners that are in an extremely price competitive segment are going to spend time and resources developing multiple manufacturing line/logistics processes for just one custom model if there is an alternative approach?
They would need to do various dissipation tests/QA tests/performance envelope tests/production logistics/etc as there is no guarantee that each package has same consistency to the other chains.
But this ignores my point previously about complexity of manufacturing just 1 or 2 products identical and then 1000s; most tech product engineers will tell you it is easier to do 1 or 2 identical but not when mass producing and the design needs to take this into account.
Not sure what you mean by assumption and may be a misunderstanding by me or you, it is known there are 3 different packaging plants and possibly 4 used for Vega and these are being sourced to the partners, and possibly a variation in the HBM and GPU yields/performance envelope spec.
I guess one could check how the logistics was approached with Fiji, which I thought was single sourced.
Edit:
Yeah Fiji was done by only Amkor in South Korea.