According to Digitimes, TSMC has received an urgent order from Bitmain for 100k 12nm HPC (high performance computing) chips at the beginning of 2018. 10k chips will be delivered every month in Q1 2018 and more in Q2.
HPC is a the key element for the development of advanced technology applications such as artificial intelligence, AR / VR and bitcoin mining equipment. Previous report indicates that order from Bitmain has overtaken Hisilicon in terms of 10nm chips in December 2017. Hisilicon is the provider of Kirin chips for Huawei, the largest mobile phone producer in China now.
http://news.8btc.com/bitmain-urgent-order-100k-12nm-chips-from-tsmc-in-2018