Topic: ASICMINER: Entering the Future of ASIC Mining by Inventing It - page 384. (Read 3917543 times)
Can't believe how low the share price is. Picked up a few today - wish I could pick up a few more. The dividend schedule seems like a given.
What is our current estimate of how many chips have been sold, in total?
- 23k to Rockminer
- 72k to LightningASIC
- an unknown, but supposedly large, number to Hashratio.
So maybe ~200k total that we know of?
Any news/rumors that I missed?
- 23k to Rockminer
- 72k to LightningASIC
- an unknown, but supposedly large, number to Hashratio.
So maybe ~200k total that we know of?
Any news/rumors that I missed?
Not sure if hashratio or rockminer have built their solo farms yet but hashratio is expected 2ph and rockminer 1ph
Where is the information about the rockminer solo farm?
I thought there will be a gen 3.1 before.
3.1 is effectively the current generation. It is not a new chip, only a new package, AFAIK.
Are we waiting for gen3.1 or still for gen3 chips?
There's no difference in production time. AFAIK they simply enlarge an area when packaging the chip or something similar in order to get rid of the heat better. There's no change in the circuits themselves, so no tapeout, test batches or anything. Like when you ordered 100 cars and before/while they are being made you tell the factory to paint them in another color.
I thought there will be a gen 3.1 before.
no, the most relevante question will be what is the status of the development of gen 4.
I believe gen 4 to still take quite some time!
I don't argue that getting to know a first timeframe for gen 4 is a good idea! I'm just trying to manage expectations here...
no, the most relevante question will be what is the status of the development of gen 4.
I believe gen 4 to still take quite some time!
no, the most relevante question will be what is the status of the development of gen 4.
I believe gen 4 to still take quite some time!
no, the most relevante question will be what is the status of the development of gen 4.
from 160 000 000 chips total of gen3.
whatt?! where did you get those numbers? 
Its upper limit from :
1) What is the order of magnitude of 3rd generation chips ASICMiner anticipates to sell (total / first batch / first 3 months)?
re 1) Order of magnitude: Depending on fab capacity. Total target is 10k to 40k wafers, relying on competitors, Bitcoin price, and other factors. A wafer is rated at 40 TH/s.
re 1) Order of magnitude: Depending on fab capacity. Total target is 10k to 40k wafers, relying on competitors, Bitcoin price, and other factors. A wafer is rated at 40 TH/s.
also I see that you're calculating 0.5$ profit per Gh/s ... selling price is from 0.49$ (unlikely for first batches) to 0.99$ (more likely), production costs -0.2$ Gh/s, put this into sheet
Where did all these chips go? It seems someone has a large number of AM chips, but is keeping quiet about it.
We don't need to know as far as dividends are flowing
For the next round of questions, I propose to ask whether more batches after batch 3 are still planned.
from 160 000 000 chips total of gen3.
whatt?! where did you get those numbers? Its upper limit from :
1) What is the order of magnitude of 3rd generation chips ASICMiner anticipates to sell (total / first batch / first 3 months)?
re 1) Order of magnitude: Depending on fab capacity. Total target is 10k to 40k wafers, relying on competitors, Bitcoin price, and other factors. A wafer is rated at 40 TH/s.
re 1) Order of magnitude: Depending on fab capacity. Total target is 10k to 40k wafers, relying on competitors, Bitcoin price, and other factors. A wafer is rated at 40 TH/s.
also I see that you're calculating 0.5$ profit per Gh/s ... selling price is from 0.49$ (unlikely for first batches) to 0.99$ (more likely), production costs -0.2$ Gh/s, put this into sheet
Where did all these chips go? It seems someone has a large number of AM chips, but is keeping quiet about it.
We don't need to know as far as dividends are flowing
What is our current estimate of how many chips have been sold, in total?
Everything is sold.
All chips from April 8.5 Ph/s batch and maybe part of 33.5 Ph/s May batch too.
Where did all these chips go? It seems someone has a large number of AM chips, but is keeping quiet about it.
from 160 000 000 chips total of gen3.
whatt?! where did you get those numbers? 
If they've pre sold all the chips, surely they should be upping production.....?
They doesn't pre-sold like other companies, they just book clients for months ahead. And they are selling finished product. Not promises.
About upping production. They are : 850 000 chips in April, 3 350 000 chips in May, 6 700 000 in June from 160 000 000 chips total of gen3. Meanwhile working on gen4.
And which was the price for 1 chip? I remember around $0.5 per Gh, having each chip ~12Gh, but I'm not sure at all. if I'm right with my maths, dividends in the upcoming months should be similar to the old golden days... Amazing. Am I missing something?
If they've pre sold all the chips, surely they should be upping production.....?
They doesn't pre-sold like other companies, they just book clients for months ahead. And they are selling finished product. Not promises.
About upping production. They are : 850 000 chips in April, 3 350 000 chips in May, 6 700 000 in June from 160 000 000 chips total of gen3. Meanwhile working on gen4.
If they've pre sold all the chips, surely they should be upping production.....?
What is our current estimate of how many chips have been sold, in total?
Everything is sold.
All chips from April 8.5 Ph/s batch and maybe part of 33.5 Ph/s May batch too. IIRC Friedcat/Jutarul mentioned, that clients for first months(!) of production are fully covered, and this announcement was months ago, even before tape-out.
Expect the flood by the end of month.
The dividend schedule will be aggressive, as AM will not require large sums of retained capital. The rationale is that AM doesn't need to invest large sums into infrastructure and that the majority of chip production costs will be covered by the business partners on a contract schedule. The new round of dividends are scheduled to begin as soon as the first large purchases have concluded and should precede or coincide with the publication of the updated financial statements.
1) When can we expect the financial report that's supposed to coincide with the next round of dividends?
re
1) May 27.
re
1) May 27.
What is our current estimate of how many chips have been sold, in total?
- 23k to Rockminer
- 72k to LightningASIC
- an unknown, but supposedly large, number to Hashratio.
So maybe ~200k total that we know of?
Any news/rumors that I missed?
- 23k to Rockminer
- 72k to LightningASIC
- an unknown, but supposedly large, number to Hashratio.
So maybe ~200k total that we know of?
Any news/rumors that I missed?
Not sure if hashratio or rockminer have built their solo farms yet but hashratio is expected 2ph and rockminer 1ph
Ok, then:
- 100k to Rockminer (expected)
- 72k to LightningASIC
- 200k to Hashratio (expected)
That's about half of batch 1.
What is our current estimate of how many chips have been sold, in total?
- 23k to Rockminer
- 72k to LightningASIC
- an unknown, but supposedly large, number to Hashratio.
So maybe ~200k total that we know of?
Any news/rumors that I missed?
- 23k to Rockminer
- 72k to LightningASIC
- an unknown, but supposedly large, number to Hashratio.
So maybe ~200k total that we know of?
Any news/rumors that I missed?
Not sure if hashratio or rockminer have built their solo farms yet but hashratio is expected 2ph and rockminer 1ph
What is our current estimate of how many chips have been sold, in total?
- 23k to Rockminer
- 72k to LightningASIC
- an unknown, but supposedly large, number to Hashratio.
So maybe ~200k total that we know of?
Any news/rumors that I missed?
- 23k to Rockminer
- 72k to LightningASIC
- an unknown, but supposedly large, number to Hashratio.
So maybe ~200k total that we know of?
Any news/rumors that I missed?
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