Initially reported by PCGamesN, the speculation stems from a Mesa 3D Graphics Library commit, which adds a Navi 12 PCI ID to the 19.2 release branch, specifically chipset 0x7360. AMD added a Navi 14 0x7340 chipset PCI ID to the same branch in August. The Mesa project pushed out the last planned 19.2 release candidate on September 18 and anticipates the first 19.3 release on October 15.
PCGamesN suspects that AMD added these PCI IDs to 19.2 in anticipation of the release of 19.3, hence the prior to October 15 release date rumor. The Navi 12 PCI ID commit also lists the change as "trivial and urgent", leading to speculation about the timing of the release of Navi 12.
Navi 12 and Navi 14 are expected to replace midrange Polaris-based Radeon RX 500 series GPUs, with the consensus being that AMD will market them as the RX 5500 and RX 5600 series. Little else is currently known about the two series, but there may be several SKUs if recent CompuBench listings are anything to go by. It looks like AMD will release Navi 14 as budget workstation GPUs too, although not necessarily alongside its consumer cards.
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