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Yeah, I've assumed so ever since AMD made that only barely vague statement about "no MCM APUs on Matisse". There is room for interpretation there (is it still Matisse - a CPU platform - if it has a GPU chiplet?), but still pretty clear. I'm hopeful that they might push 4000-series APUs out early, once there's a suitable Navi die available in volume and Ryzen demand has tapered off a bit, but I doubt it will be this year.