Let's play with some numbers, shall we? Please fill in the blanks.
A ridiculously long post, and it's filled with assumptions, inaccuracies and unanswerable speculative questions. How long is a piece of string?
-100PH by when? Who determined that? Do you have that in writing and are you considering the possibility of a plateau in difficulty rises? So that is a guess with a large margin of error which you fail to note. Total hash could be 75PH by then which would reduce the required capacity of our farm by 25% - future hash rate it is an unknown figure.
I didn't say anything about the difficulty or how profitable it would be. My post entirely focused on the feasibility of bringing 1PH/s online by the end of Q2.
-The 4U expansion units are not 1TH each, there are 6 expansion cases and one master case for our full-sized 55nm-based 10.488TH/s rig giving a figure of 1.498TH/s per unit. You are such an expert (proved substantively wrong twice already today) but you couldn't work that out with available figures. So your guestimate on this figure is 50% out - because you didn't do the research.
As I said, it was a number picked to keep the math simple. I wouldn't be so quick to assume the 1498GH/s will actually get into a 4U chassis though, my simplified number might actually be closer to the truth. You're looking at 2kW just in the ASICs for that kind of hashrate and somewhere north of 2500W for the whole chassis.
-So we knock 33% off your 16k boards figure to give 10,666 boards.
Suddenly outlay and workload and investment in resources is reduced by a third - and that is fact not a guestimate.
Sure, if you want to. It was just a back of the hand number I picked to show scale. Your 10,666 boards isn't any more realistic though, unless Ken has confirmed the number of hashing boards in each 1.498TH/s unit.
-Wafer numbers - the UMC foundry we are using has a capacity of 45,000 12inch wafers per month. I can't find details on how many chips per wafer UMC will be fabbing.
What does the capacity of UMC have to do with the time it takes to finish a couple hundred wafers. It's not like if it takes 10 days at a fab that can do 4,500 wafers/day that UMC could do it in 1.
-The rest of your post is speculation. What are my time estimates on 10k boards? I don't have any, I'm not a PCB fabricator you would need to ask Ken's engineering team that one. Certainly your knowledge of the industry seem a bit sub-par so with respect I'll trust Ken's expert team on their estimates for this project over yours.
Of course the post is speculation. The company isn't transparent enough to make plans with anything resembling the full information. For the PCB time, for that quantity sub 1-week leads would probably be off the table at most vendors. I haven't quoted 10k pieces before (from the 3rd largest manufacturer in the US, which specializes in quicker turns), but I have gotten 1700pc quotes and while you might be able to shave a day or two off at that volume, be prepared to pay double or more for the privilege. Realistically you'd probably be looking at getting them made in China and taking a couple weeks, as doing an order that large with a quick turn in the US would probably cost you an extra couple hundred thousand dollars.
But I digress, it seems you've entirely missed the point of my post. It had nothing at all to do with the feasibility of making a 1PH/s mine. That is entirely possible, and there will probably be a couple 1PH/s mines around by the end of the year. It was only discussing the possibility of getting a 1PH/s mine up and running by the end of Q2.