Known "secret" in the industry:
KNC won't ship Neptune in Q2. They'll get samples in July / August.
They've taped-out in the beginning March, 20nm cycle time takes 4-5 months.
Like other ASIC provider we won't disclose here, they've chosen the interim, problematic 20nm process.
20nm will be replaced by 16nm FinFET next year, for a good reason.
Ask for transparency. It's your money.
I was absolutely astonished to read your post effectively attacking a competitor. It's very easy for anyone to hide behind an 'open secret' as you don't have to name a source .... I find it hard to believe that whoever is dealing with KNC's business at their chosen foundry would risk legal action for them violating the NDA's that will be in place, let alone risk losing their job for breaking company rules on confidentiality. And where on earth do you get your timescales from?
I have no interest in your product or KNC's, so have no axe to grind here, I think what you have done is very unprofessional and may well cause your competitor and their customers unnecessary added stress, and for what? Do you hope to pick up some of their cancelled Neptune orders? And why not mention the 'other asic vendor we won't disclose here' when you're happy to 'disclose' KNC's stuff?
Just remember that secrets work both ways: how would you like it if someone said it was an 'open secret' that you're using asicminer chips? I think you owe the KNC people an apology.