Not disagreeing with anything you wrote - I also find this 12 core part rumor odd, but one slightly interesting thing to note about frequency: remember we had the discussion about why the frequency of the P-core was only allowed to max out if one core was active? I believe @cmaier explained it as probable that it was due to the closeness of the P-cores to each other and the effect that had on power and heat. Unsurprisingly he was probably right as according to Anandtech the frequency behavior of the Pro/Max is different:
“The CPU cores clock up to 3228MHz peak, however vary in frequency depending on how many cores are active within a cluster, clocking down to 3132 at 2, and 3036 MHz at 3 and 4 cores active. I say “per cluster”, because the 8 performance cores in the M1 Pro and M1 Max are indeed consisting of two 4-core clusters, both with their own 12MB L2 caches, and each being able to clock their CPUs independently from each other, so it’s actually possible to have four active cores in one cluster at 3036MHz and one active core in the other cluster running at 3.23GHz.”
I know you probably saw that too but in the context of your discussion I just that was a really interesting point as that is *very* different from anyone else’s frequency design that I know of.
From my amateur viewpoint it almost looks like Apple "took a step back" here and made the cores within a P-cluster codependent. Modern CPU cores usually can have independently controlled clock etc. But it seems that the cores in a P-cluster share a lot of things: frequency, L2 cache, memory channels... could this be another of the many "tricks" how Apple can deliver efficient hardware, by simplifying the circuitry around these things?