Bitmain buying 20K 16nm wafers / month from TSCM

[s1gs3gv]

Fact or fiction ?

Here is the article https://www.dvhardware.net/article68109.html

[jwpoke]

I don't know if those numbers are fact or fiction. I just know that TSCM's stock is at record high. And the dividend they plan to give out this year is also the highest in the company's history. Taiwanese media also reported that Bitmain is the reason behind this performance and one of the most important reasons behind TSCM's crazy growth.

[castiel0504]

Not sure about my theory, but since they are buying those chips, IF ITS TRUE, can we come to conclusion that there will be no new miners from Bitmain anytime soon? Since all of those chips are used in S9, and none of them look like "new technology"...

[jwpoke]

TSCM  just got a huge emergency order from a company in China in 2018 - potentially Bitmain - for 100,000 chips. I guest we will know soon if there is a new miner from Bitmain this year. The CEO of TSCM said that crypto mining is supporting their 16nm and 10nm product lines. My guess is that Bitmain has been mining with 10nm.

 

[NotFuzzyWarm]

ROLF... 100k chips is NOT a 'huge order'. Certainly sizeable for need-it-now order with pricing to go with it but the systems my company make can each process interposers (fanouts for die to packaging connections) to make 3x that many chips in a week... Consider that using say 149 chips/miner 100k chips equates to only 671.1409395973 miners

[sidehack]

But if crypto's only 5% of their business, why would that cause record high stocks and dividends? I can see Bitmain having record earnings since the markup on every S9 is roughly 300%, and 5% isn't really a drop in the bucket but it's awful darn close. Certainly not a bank-buster.

Oh also, TSMC.

S9 has 189 chips per miner, so that's about 500 miners.

[majlkcze]

It is already discussed here:

https://bitcointalk.org/index.php?topic=2701162.0