Yes, re: IF and these chiplets having IFOP SerDes'.
Although how much more or less they have is unknown currently, some people said AMD mentioned each chiplet retains PCIe connectivity and it may only be the memory control that's been moved to the I/O die, at least that's what I've read as I've not watched AMD's event myself. If so that would mean only the Southbridge and USB block locations are unknown, the SATA/Ethernet controller seems to share one of the PCIe blocks, the two remaining unknown block locations don't actually take up much die area. Has TSCM achieved really good density with 7nm as the chiplet dies seem a lot smaller than their 14/12nm Zeppelin dies despite possibly only removing the memory controllers.
It would also mean that I/O die is way oversized to contain said memory controllers (is it 8?) and maybe a USB and Southbridge block so that lends validity to a suspected lump of L4 cache, 64 cores would already have 128Mb of L3 so maybe they've added 3-400Mb of L4.
I wouldn't call them competing i was just trying to clarify what we mean when talking about IF, if i remember correctly the data and control fabric are two separate layers with one being laid down on the BEOL and the other on the FEOL, I'll try to find where i may have read that and edit this post to add a link after I've re-read some stuff.
EDIT: After having re-read a load of stuff on-and-off today i suspect i confused what i read about Intel's fab with AMD's...(this wikiichip article talks about "The top of the die is called the North Cap and it contains all of the I/O PHYs, I/O agents, serial IP ports, and the fuse unit." So I'm guessing i mixed the two up.
It's not over-thinking this, I'm trying to piece together the limited information we have about current design and the recently announced change in an attempt to fill in the blanks...Sorry if I've annoyed you it's just i find it interesting to speculate what they've changed and if these changes will filter down to us plebs, does this change in design make sense when it comes to lower core count processors and all those other unanswered question that come from such a change.
Yea there's not much written about that is there. It's not much but this wiki fuse article has some info, at least more than the no information that most articles contain. If i get the time I'll try to find something more substantive and update this post with a link but it's Saturday night and i don't fancy spending it reading so maybe that's something for Sunday morning.
Most people, including AMD, describe it as a SoC.