Topic: Swedish ASIC miner company kncminer.com - page 401. (Read 3050076 times)

Completely disagree with you. They aren't going with a die shrink, they are improving their design and building it on a 20nm process.

Neptune this month, S3 next month dumb ass.

Completely disagree. I think they are shooting themselves in the foot by going with a die shrink to 20nm instead of improving their design.

I thought we are supposed to see what KNC will to THIS month, not next month! That means a nice 1 month delay for Neptune pre-orders. Very nice! Shill more for your fail company please!

I am waiting to see what KNC and Bitmain do in the next month or so before I commit any more money to equipment.
The SP30 could well be still born ...

lol  

ya, hard to see the dark side is

Still, I´m hoping, although I´m very thursty now

Oh shizzle... Friday the 13th.....  Good thing it's tomorrow.... lol

***Weren't we told by KNC there would be news by today on the Cloud-hashing contracts?  
("Later this week" in the news)
Looks like yet another broken promise.....  I wonder now if they actually WANT people to refund...?
and where the hell are the pics of our 20nm wafers when they taped out weeks ago?
Any cutting edge chip developer should have been proud to post the pics of something like that I'd think...?

I keep coming to the well for water, but finding it dry when I was promised the most refreshing water ever.
They left a note though... "We got the water! more news about the best water ever coming later this week".
and although I paid in advance for my best water ever, there are people walking by with water from 7-11 that was cheaper and delivered sooner. That's okay, because they've promised to give me double the water I paid for, even though I may die of dehydration(Difficulty) before they arrive and meanwhile the 7-11 guys are enjoying Big-Gulps hoping my well never has water in it, hovering like vultures, cursing my beloved water provider when I just know they are as pure as the driven snow.  
and its now the last day of the week... no sign of moisture even.

meh, nothing in-stock worth looking at just now; and i just plain refuse to go down any alt-route.
hence just buying up more coins today - gotta put friday the 13th to some use huh?

So far, the Chinese have been evolutionary in their approach. This is probably because they haven't had the capital, or expectations of reasonable returns, to invest in large die 20nm ASIC development. They deploy 'old technology' at scale, with tuning to meet short term market demands. After this current generation of Chinese mining technology, they will be faced with the choice of either having to make significant investment in their own 20nm ASICs or exit the market. My guess is that several Chinese manufacturers will join together in a consortium to fund the needed investment and share the results. Eventually, they will consolidate.

KNC was fortunate in their timing and invested profit from their successful first products and their mining revenue into large die 20nm technology. We'll soon discover what kind of performance this yields. My guess is a 1st in Class machine that they can then node shrink to 14nm without a lot of risk or expense to enable them to stay competitive well into the point on the mining profitability curve where others can not compete because there is too much risk to capital returns.

Other existing mining equipment manufacturers fall somewhere between these two cases, some relying on die shrinks of old technology to stay competitive, others investing in 28nm and 40nm designs and mostly falling on their faces leaving a trail of unhappy pre-order investors in their wake.

So, the long and short of it is that we are getting to the point on the profitability curve where if a company hasn't already made the very large investments needed to stay competitive over the next few years, they are out of business. Its is clear to me that KNC, so far, has made all the correct strategic moves to ensure that they are a leader in this market for the foreseeable future.

thx..  also...  The mower's 0-Gh/s has a better btc return than any Miner I see right now...lol

cool, best luck getting the wagon at a good price.

Yeah. lol... Nothing works quite like incineration, but I like my place actually.... hehe It's a 48' deck, which replaces an old LT2000 craftsman regular crappy 36" rider that I've ran into the rocks a few too many times until the deck rusted apart, and the mandrel sent the blade thru the deck... time for a noob.... 3 acres to mow. Now at least I have something to show from the Jupiters... although I'll keep the mower, the silvrado is an investment for resale

sweet, what's the w/gh on the mower?  
I used to have an old 'apache' (i think that was the name of it) for the acre in lincolnshire - after the council ordered us to destroy the ragwort or face prosecution, it was a must - along-with the strimmer and the tin of petrol to get the bonfire going.

A zero-Turn John-Deere mower...
and a 2005 Silverado 2500 HD 4x4 crew I get Saturday if all goes right...

what'd ya buy? I'm gonna use some of mine to get a holiday via expedia... thinking Israel for xmas  

Yeah, I'm a "Glutton for punishment"  I was busy spending all my coin... lol.

Eric!

good to see you've caught up! finally!

16nm is next, which they also began in October with allchip.

Samsonn25, there is an interesting dynamic developing in the bitcoin ecosystem that people should consider when they think about the possible evolution of the mining and miner manufacturing industry. There are points on the mining profitability curve where miners can justify spending the kind of money on new equipment that allow miner manufacturers to accept the risk of the significant capital R&D costs needed to produce the next generation of technology. And there are points on the curve where the risk is unacceptable and miner manufacturers evolve existing technology.

So far, the Chinese have been evolutionary in their approach. This is probably because they haven't had the capital, or expectations of reasonable returns, to invest in large die 20nm ASIC development. They deploy 'old technology' at scale, with tuning to meet short term market demands. After this current generation of Chinese mining technology, they will be faced with the choice of either having to make significant investment in their own 20nm ASICs or exit the market. My guess is that several Chinese manufacturers will join together in a consortium to fund the needed investment and share the results. Eventually, they will consolidate.

KNC was fortunate in their timing and invested profit from their successful first products and their mining revenue into large die 20nm technology. We'll soon discover what kind of performance this yields. My guess is a 1st in Class machine that they can then node shrink to 14nm without a lot of risk or expense to enable them to stay competitive well into the point on the mining profitability curve where others can not compete because there is too much risk to capital returns.

Other existing mining equipment manufacturers fall somewhere between these two cases, some relying on die shrinks of old technology to stay competitive, others investing in 28nm and 40nm designs and mostly falling on their faces leaving a trail of unhappy pre-order investors in their wake.

So, the long and short of it is that we are getting to the point on the profitability curve where if a company hasn't already made the very large investments needed to stay competitive over the next few years, they are out of business. Its is clear to me that KNC, so far, has made all the correct strategic moves to ensure that they are a leader in this market for the foreseeable future.

If Spondoolies can pull off the investment needed for their post-28nm technology they have a chance. But the mining profitability curve is working against them.