Are these new competitors proven in anyway? Do they have deals with IC companies? Actual products or solid plans?
I'm asking here to try and avoid the fanboys/pumpers in their specific threads.
AFAICT thats a tentative yes, but these chips are not going to be even ready for testing for months. It might even be christmas before we see these new chips doing any hashing. Labcoin might have their chips late August, but then they need time to get them up and mining, and they aren't even tested for efficiency AFAIK. And besides their chips are 130mn, hardly competitive and may end up being an investment disaster if there are delays, why anyone would invest in Labcoin is really confusing to say the least.
ActiveMining seems promising they'll be selfmining with a brand new 28nm designed chip focused on being efficient rather than absurdly high in hashpower, but this is months down the track. They are at least pragmatic enough to be bringing in 3rd party mining equipment in the mean time though.
Hashfast is doing something similar to Active, but they have nothing until they get their chips October-ish I think, Active I think is the same eta. Hashfast has made some absurd claims on their performance though so it will be extremely interesting to see if they can back up their claims, we might be seeing the next BFL in the making since they won't be self mining but selling direct to customers.
I'm keen to find out what Friedcat has in store with their "next-gen" devices in late Nov, early Dec. Keeping it on the downlow though means the competition is left guessing, but damn I'm curious.