On the business aspect of this - I'm guessing a lot of the "preorder money" started flowing into KnC and HashFast. If BFL still had orders coming in I guess it finally stopped.
Still, Whatever you want to say about HashFast - I'm not sure they'll deliver on time and I think their prices are too high (although the miner protection plan, if they can pull it off ameliorates that somewhat). At least with HashFast they're telling you what company they have making the chip. It's Uniquify. And KnC is working with ORSoC and eASIC.
BFL isn't telling you who's making their chips. I'm guessing there's an NDA and if it's a legit company it may be they don't even want their name out there associated with BFL
. I sure as hell wouldn't.
But still, even though ORSoC and Uniquify aren't taking financial risks with these chips - their names are still on them. If the chips fail spectacularly, those companies will have a major public failure. If they succeed everyone will see that they're able to produce spectacularly on crazy-tight schedules.
So, I'm confident that the chips will be delivered on (or close) to spec and on (or close) to deadline. That doesn't mean I think HashFast will actually be able to get them all in boxes and shipped on time, though. That's where Avalon actually had issues. KnC will have more time to get everything prepaired.
And of course, both HashFast and KnC are using huge boxes with plenty of room for tons of heatsink surface area and lots of fans. A KnC Jupiter will ship with fans rated at
1.2kW of heat dispersal. HashFast will ship with a waterblock probably capable of about the same. Individual water blocks can remove 1.2kW as well.
But, fans in that configuration definitely cannot remove 350W of heat. GPUs over a certain threshold need 3-slot widths and giant triple fans in order to stay cool.
The only way I see this working is if they use waterblocks.
Anyway, you can see the wages of shipping late here. In order to even
HOPE to get sales they have to way under-price their competition. Delivering late is far worse then never having delivered at all.
Had they shipped on time, long ago, they'd be able to simply lower the prices on their 65nm chips, as their production costs would have gone way down by now.