jimmothy
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December 27, 2013, 09:29:23 PM |
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Friedcat is a smart guy. But it appears to me that his team has made more money than they ever dreamed of already, and don't particularly care about being the best any longer.
I disagree. Why would FC not want to be the best and make more money? He is going down what he feels is the most profitable path. Side question: Having worked for intel maybe you could explain why intel is seemingly so slow at adopting new manufacturing tech? Why is Intel just now adopting 22nm when 14nm tech is possible?
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Puppet
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December 27, 2013, 09:39:36 PM |
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maybe you could explain why intel is seemingly so slow at adopting new manufacturing tech?
Lol? Intel is miles ahead of everyone else. While TSMC is still busy ordering 20nm production equipment (good luck KnC Neptune customers), Globalfoundries apparently stuck at 28nm, intel has been producing 14nm chips for some time. Not sure they started selling these chips, they did have yield issues, but that doesnt mean they are somehow behind. /OT
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jimmothy
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December 27, 2013, 09:44:20 PM |
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maybe you could explain why intel is seemingly so slow at adopting new manufacturing tech?
Lol? Intel is miles ahead of everyone else. While TSMC is still busy ordering 20nm production equipment (good luck KnC Neptune customers), Globalfoundries apparently stuck at 28nm, intel has been producing 14nm chips for some time. Not sure they started selling these chips, they did have yield issues, but that doesnt mean they are somehow behind. /OT Thought I read somewhere that some mobile cpus were using 14nm but I realize that is not the case. Question answered thanks.
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Puppet
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December 27, 2013, 09:48:36 PM |
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Thought I read somewhere that some mobile cpus were using 14nm but I realize that is not the case. Question answered thanks.
You probably read the deal Apple made with Samsung and TSMC for 14nm chips. But you missed the date, that process is not expected to be online before mid 2015.
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glendall
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PredX - AI-Powered Prediction Market
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December 27, 2013, 10:40:07 PM |
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How's asicminer doing these days?
I was an investor from around 4 btc a share down to .8 a share, haven't been keeping on the news.
Any eta on the next gen chips?
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jimmothy
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December 27, 2013, 10:47:16 PM |
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How's asicminer doing these days?
I was an investor from around 4 btc a share down to .8 a share, haven't been keeping on the news.
Any eta on the next gen chips?
The current status of AM is debatable. But I think we can all agree you bought at the worst possible time. 4btc/piece would require like 40% network hashrate which will probably never happen. Eta for next gen tape-out is jan 20th
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explorer
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December 27, 2013, 11:01:17 PM |
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The current status of AM is debatable. But I think we can all agree you bought at the worst possible time. 4btc/piece would require like 40% network hashrate which will probably never happen.
Assuming zero profits from sales. It reached 4+ on the back of sales. Granted, that window is only open by a crack compared to last summer, but still counts for something. 4+ is a dream, perhaps, but 10% network + some sales shouldn't be unmanageable. Another point would be newer investors, happy with less than 33% APR - that could raise the price as well.
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Mabsark
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December 27, 2013, 11:07:08 PM |
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Eta for next gen tape-out is jan 20th
Which does not mean next gen chips will be available then, in case that's what some of you were thinking. Sample chips will arrive about 2-3 months after tape out. For example, HashFast taped-out on 2013-09-05, the first wafers were completed on 2013-11-08, and sample chips were received on 2013-12-01. So, next gen AM chips will likely be ready in March/April.
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jimmothy
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December 27, 2013, 11:19:00 PM |
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Eta for next gen tape-out is jan 20th
Which does not mean next gen chips will be available then, in case that's what some of you were thinking. Sample chips will arrive about 2-3 months after tape out. For example, HashFast taped-out on 2013-09-05, the first wafers were completed on 2013-11-08, and sample chips were received on 2013-12-01. So, next gen AM chips will likely be ready in March/April. It is not really fair to compare asicminer to hashfast. However march/april does seem like a reasonable estimate for gen3 deployment.
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Mabsark
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December 27, 2013, 11:28:58 PM |
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Eta for next gen tape-out is jan 20th
Which does not mean next gen chips will be available then, in case that's what some of you were thinking. Sample chips will arrive about 2-3 months after tape out. For example, HashFast taped-out on 2013-09-05, the first wafers were completed on 2013-11-08, and sample chips were received on 2013-12-01. So, next gen AM chips will likely be ready in March/April. It is not really fair to compare asicminer to hashfast. However march/april does seem like a reasonable estimate for gen3 deployment. I'm not comparing AM to HashFast, I'm just showing how long it typically takes for foundries to produce the wafers and for those wafers to be packaged into chips. The process is pretty much out of AM's or HashFast's hands until they get the samples back.
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Equilux
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December 27, 2013, 11:35:06 PM |
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Eta for next gen tape-out is jan 20th
Which does not mean next gen chips will be available then, in case that's what some of you were thinking. Sample chips will arrive about 2-3 months after tape out. For example, HashFast taped-out on 2013-09-05, the first wafers were completed on 2013-11-08, and sample chips were received on 2013-12-01. So, next gen AM chips will likely be ready in March/April. It is not really fair to compare asicminer to hashfast. However march/april does seem like a reasonable estimate for gen3 deployment. I'm not comparing AM to HashFast, I'm just showing how long it typically takes for foundries to produce the wafers and for those wafers to be packaged into chips. The process is pretty much out of AM's or HashFast's hands until they get the samples back. Wans't the tape-out from KnC 3 weeks before they delivered a working product? Or am I misremembering?
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Entropy-uc
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December 27, 2013, 11:45:42 PM |
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Tapeout to finished silicon is ~45 days with a hot lot. After that you have bumping and packaging, board assembly and test, etc.
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Mabsark
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December 28, 2013, 12:59:08 AM |
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Eta for next gen tape-out is jan 20th
Which does not mean next gen chips will be available then, in case that's what some of you were thinking. Sample chips will arrive about 2-3 months after tape out. For example, HashFast taped-out on 2013-09-05, the first wafers were completed on 2013-11-08, and sample chips were received on 2013-12-01. So, next gen AM chips will likely be ready in March/April. It is not really fair to compare asicminer to hashfast. However march/april does seem like a reasonable estimate for gen3 deployment. I'm not comparing AM to HashFast, I'm just showing how long it typically takes for foundries to produce the wafers and for those wafers to be packaged into chips. The process is pretty much out of AM's or HashFast's hands until they get the samples back. Wans't the tape-out from KnC 3 weeks before they delivered a working product? Or am I misremembering? I couldn't find a date for KnC's tape out, but there is the following: All,
I would like to say that EVERYTHING that needs to be done at this point in time for a September delivery has indeed been done. We are on track for delivery and we know of nothing currently to the contrary.
There is not a single part in our systems that has a longer delivery time than the time we still have available.
Yes that does imply that things that don’t need to be ordered yet have not been ordered. The reason behind that is we simply don’t need to order them yet, We do have contracts with all suppliers we need to have contracts with Those contracts contain delivery times and the associated order dates by which we must confirm the amounts (and of course pay).
I hope this removes confusion
KnCMiner
and Hi Guys
We would like to say that. Yes....we did tape-out of the ASIC some time ago. The exact details of the ASIC schedule, volumes, vendor etc. is kept internal since it's very sensitive information towards competitors. The product development tasks are on-track."
We are still on schedule to begin shipping in September.
Thanks KnCMiner Team
So, tape out was likely around 2013-06-26 and 2013-07-30 at the latest. From the KNC website: Chip News 9/17/2013 6:29:00 AM
You have all been waiting for an update on our chips and we can today announce that the Fabrication process has finished and the wafers are on their way to the packing assembly house right now. They will be in the assembly house for a few days before they make their way to us in Sweden and of course via the fastest method possible.
and Production News 9/30/2013 7:51:00 AM
We have relocated most of our operation to the factory over the weekend. The first delivery of the chips have arrived and have been populated on the boards. We have begun testing and initial results are good, we will have more updates throughout the day. We know many of you are calling and we are sorry if we cannot answer your call. This is a very busy time for us but we are all hands on deck we can assure you of that.
So, wafers were completed around 9/17/2013 and sample chips arrived on 9/30/2013. That's around 3 months between tape out and getting sample chips back.
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Equilux
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![](https://bitcointalk.org/Themes/custom1/images/post/xx.gif) |
December 28, 2013, 01:58:11 AM |
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Eta for next gen tape-out is jan 20th
Which does not mean next gen chips will be available then, in case that's what some of you were thinking. Sample chips will arrive about 2-3 months after tape out. For example, HashFast taped-out on 2013-09-05, the first wafers were completed on 2013-11-08, and sample chips were received on 2013-12-01. So, next gen AM chips will likely be ready in March/April. It is not really fair to compare asicminer to hashfast. However march/april does seem like a reasonable estimate for gen3 deployment. I'm not comparing AM to HashFast, I'm just showing how long it typically takes for foundries to produce the wafers and for those wafers to be packaged into chips. The process is pretty much out of AM's or HashFast's hands until they get the samples back. Wans't the tape-out from KnC 3 weeks before they delivered a working product? Or am I misremembering? I couldn't find a date for KnC's tape out, but there is the following: All,
I would like to say that EVERYTHING that needs to be done at this point in time for a September delivery has indeed been done. We are on track for delivery and we know of nothing currently to the contrary.
There is not a single part in our systems that has a longer delivery time than the time we still have available.
Yes that does imply that things that don’t need to be ordered yet have not been ordered. The reason behind that is we simply don’t need to order them yet, We do have contracts with all suppliers we need to have contracts with Those contracts contain delivery times and the associated order dates by which we must confirm the amounts (and of course pay).
I hope this removes confusion
KnCMiner
and Hi Guys
We would like to say that. Yes....we did tape-out of the ASIC some time ago. The exact details of the ASIC schedule, volumes, vendor etc. is kept internal since it's very sensitive information towards competitors. The product development tasks are on-track."
We are still on schedule to begin shipping in September.
Thanks KnCMiner Team
So, tape out was likely around 2013-06-26 and 2013-07-30 at the latest. From the KNC website: Chip News 9/17/2013 6:29:00 AM
You have all been waiting for an update on our chips and we can today announce that the Fabrication process has finished and the wafers are on their way to the packing assembly house right now. They will be in the assembly house for a few days before they make their way to us in Sweden and of course via the fastest method possible.
and Production News 9/30/2013 7:51:00 AM
We have relocated most of our operation to the factory over the weekend. The first delivery of the chips have arrived and have been populated on the boards. We have begun testing and initial results are good, we will have more updates throughout the day. We know many of you are calling and we are sorry if we cannot answer your call. This is a very busy time for us but we are all hands on deck we can assure you of that.
So, wafers were completed around 9/17/2013 and sample chips arrived on 9/30/2013. That's around 3 months between tape out and getting sample chips back. Great digging there, thanks for the solid reply!
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empoweoqwj
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December 28, 2013, 02:22:22 AM |
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Friedcat definitely missed a huge opportunity on the sales side. It was obvious in March that the demand for hardware would persist into the 10s of Ph/s. ASICMINER could have supplied a very large chunk of that.
I'm sure it was amusing selling hardware at >$500 / Gh/s to fools that would never see BTC breakeven on the gear. But he could have just as easily sold several Ph/s at $50 to smart investors who stood on the sidelines and kept their money in hand. That would have been >$100M in sales.
I actually contacted Friedcat regarding this direction as my family had resources in China and the US to support distribution at this scale. Even though I was a large shareholder at the time, he never bothered to respond.
Now he's planning to come to market with a 40 nm product when at least 5 groups will have a 28 nm device available before him. Talk about bringing a knife to a gun fight!
Not sure how FC could have supplied huge amounts of hash rate with their old hardware? We all wish they could have waved a magic wand and supplied all demand but business doesn't work like that. Where was he going to get several Ph/s from ![Huh](https://bitcointalk.org/Smileys/default/huh.gif)
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jimmothy
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December 28, 2013, 05:59:58 AM |
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Friedcat definitely missed a huge opportunity on the sales side. It was obvious in March that the demand for hardware would persist into the 10s of Ph/s. ASICMINER could have supplied a very large chunk of that.
I'm sure it was amusing selling hardware at >$500 / Gh/s to fools that would never see BTC breakeven on the gear. But he could have just as easily sold several Ph/s at $50 to smart investors who stood on the sidelines and kept their money in hand. That would have been >$100M in sales.
I actually contacted Friedcat regarding this direction as my family had resources in China and the US to support distribution at this scale. Even though I was a large shareholder at the time, he never bothered to respond.
Now he's planning to come to market with a 40 nm product when at least 5 groups will have a 28 nm device available before him. Talk about bringing a knife to a gun fight!
Not sure how FC could have supplied huge amounts of hash rate with their old hardware? We all wish they could have waved a magic wand and supplied all demand but business doesn't work like that. Where was he going to get several Ph/s from ![Huh](https://bitcointalk.org/Smileys/default/huh.gif) From the same fab that built his wafers for him. SMIC I suspect. 130 nm fabs run just about empty these days. He could have built as much as he wanted. There are already 3 datacenters filled with gen1 chips and that seems to be pulling around 100th/s.
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empoweoqwj
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![](https://bitcointalk.org/Themes/custom1/images/post/xx.gif) |
December 28, 2013, 07:08:14 AM |
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Friedcat definitely missed a huge opportunity on the sales side. It was obvious in March that the demand for hardware would persist into the 10s of Ph/s. ASICMINER could have supplied a very large chunk of that.
I'm sure it was amusing selling hardware at >$500 / Gh/s to fools that would never see BTC breakeven on the gear. But he could have just as easily sold several Ph/s at $50 to smart investors who stood on the sidelines and kept their money in hand. That would have been >$100M in sales.
I actually contacted Friedcat regarding this direction as my family had resources in China and the US to support distribution at this scale. Even though I was a large shareholder at the time, he never bothered to respond.
Now he's planning to come to market with a 40 nm product when at least 5 groups will have a 28 nm device available before him. Talk about bringing a knife to a gun fight!
Not sure how FC could have supplied huge amounts of hash rate with their old hardware? We all wish they could have waved a magic wand and supplied all demand but business doesn't work like that. Where was he going to get several Ph/s from ![Huh](https://bitcointalk.org/Smileys/default/huh.gif) From the same fab that built his wafers for him. SMIC I suspect. 130 nm fabs run just about empty these days. He could have built as much as he wanted. "Built as much as he wanted" - everything is that simple right ..... do you really think if would have ignored you if he thought your idea would generate $100M of sales?
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Lohoris
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December 28, 2013, 05:30:34 PM |
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Hi guys very new to the board but reading up Bitcoin a lot over last few months. Ive read White Paper still overwhelmed by potential I see in this disruptive tech. Posted quite a lot today have noticed there seems to be disingenuous tl:dr attitude which I may have unwittingly been fuelling which explains the reason Im now conscious of having to keep my posts short as poss. Heres my contribution. I have set a goal of making 100 Bitcoin during 2014. I have some inheritance money and will buy and hold the majority (btc quantity will not rise but value might) but want to invest in a high risk:reward venture such as Bitcoin securities yeah. My Uni room mate basically sent me here so here I am. Is Asic Miner something you would recommend to me Ive been told will go back up in price again soon? Last question is it just scare mongering when people talk about companies getting shut down by the Americans when Bitcoin is a global phenomenon?
I found entertaining and ironic that you notice this thread is cluttered with lengthy post, then half of your post itself is just a preface. And not formatted. Formatting helps A LOT.
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empoweoqwj
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December 29, 2013, 04:38:15 AM |
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Friedcat definitely missed a huge opportunity on the sales side. It was obvious in March that the demand for hardware would persist into the 10s of Ph/s. ASICMINER could have supplied a very large chunk of that.
I'm sure it was amusing selling hardware at >$500 / Gh/s to fools that would never see BTC breakeven on the gear. But he could have just as easily sold several Ph/s at $50 to smart investors who stood on the sidelines and kept their money in hand. That would have been >$100M in sales.
I actually contacted Friedcat regarding this direction as my family had resources in China and the US to support distribution at this scale. Even though I was a large shareholder at the time, he never bothered to respond.
Now he's planning to come to market with a 40 nm product when at least 5 groups will have a 28 nm device available before him. Talk about bringing a knife to a gun fight!
Not sure how FC could have supplied huge amounts of hash rate with their old hardware? We all wish they could have waved a magic wand and supplied all demand but business doesn't work like that. Where was he going to get several Ph/s from ![Huh](https://bitcointalk.org/Smileys/default/huh.gif) From the same fab that built his wafers for him. SMIC I suspect. 130 nm fabs run just about empty these days. He could have built as much as he wanted. "Built as much as he wanted" - everything is that simple right ..... do you really think if would have ignored you if he thought your idea would generate $100M of sales? I am explaining facts to you. The facts that led me to sell all my shares over 3 BTC. That you don't like the facts doesn't change anything. Yep - the fact is AM turned your "offer" down, so you sold all your shares off. Makes me wonder what you are doing here ....
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Lohoris
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December 29, 2013, 05:59:52 PM |
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Not interesting.
Could you guys just stop?
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