On a serious note though; what's the latest on KNC's progress?
Does the October shipping date seem likely?
We have no reason to believe they won't hit their ship-date at this point. The only evidence we have that they will is their claim that they are on time with everything so far.
Yes that is true, but for that kind of project they are really quiet about their project schedule. (Yes, I know: "The competitors!"
)
They communicated only one concrete milestone
"Start of delivery: end of September (latest 30th September)"
(Tape-Out done "some time ago" does not count as a concrete milestone. What does "some time ago" mean? 2 minutes?
)
They stated several times that they are on track for the September target. But anything else until then will be a black box.
So you have to trust them and they have to trust several 3rd parties that they deliver on time.
There are some quite complex manufacturing steps (besides pure 28nm wafer manufacturing) which have to be first time right to meet the target, which are not completely under their control.
Does not feel really comfortable, but it is probably the only thing you will get until end of September.