They didn't get caught napping, they're just not interested, facts are, RDNA4 on 5nm is far more efficient than battlemage on the same process, we already know this, so AMD moving to RDNA4 on the APU and then dropping down to n3 the same as B390 will leap frog Intel once again, the problem is, AMD have zero interest in doing this, because of the ai rubbish, so gamers will get last gen nodes and hardware until it makes financial sense for us not to do so...

QuoteWe already saw that the new chips also perform very well in a TDP range between 20-35 Watts

Based on that power limited to 20W, the Arc B390 isn't much more power efficient than when power limited to 25W, I'd like to see a cheaper 8-core, 10-15W, variant. These "handhelds" are just too big/bulky and too heavy. The Steam Deck is more like it should be.

opckieran - maybe, but the big money is in the datacenters right now (AI hype). Once AMD has made the money and not lost market share in AI (well, ok, still no CUDA alternative from AMD), they can start designing a new APU and afford TSMC' N3E node (expect similar FPS/Watt, of course, one could say that by then, INTEL will have something better). I don't really believe they got caught napping, as Panther Lake' APU performance was first discussed years before release, no? Also patents, etc.

QuoteAMD's current chips simply cannot keep up with Panther Lake.

If Panther Lake can maintain a 50-60% GPU performance lead in handheld form factors, it'll probably gain at least a $250-300 advantage over AMD's offerings in that space. Which, honestly, matches the sort of premium I think most people would pay for a Panther Lake laptop. Has AMD been caught napping? Probably.