The last AMD roadmap we saw described Ontario, a 32-nm "accelerated processing unit" with two cores, 1MB of cache, support for DDR3 memory, and a built-in graphics processor. We haven't heard much about this future product since then, but today, Fudzilla claims AMD now intends to build that product on a 40-nm bulk silicon process.
Using that type of process might allow AMD to more easily integrate a GPU into the same die as the processor. However, since current AMD CPUs use silicon-on-insulator technology, a retooling of the processor design would also be in order.
http://techreport.com/discussions.x/17906