Thanks for the complement but aside from digging up TSMC's Guidance press release it wasn't homework per se. Supplying bleeding-edge critical process equipment for over 25 years to one of the if not the largest chip packaging/contract sub-assemblies company in Taiwan gives a lot of insight on process timing and new product development cycle times along with the customer pecking order when issues like fire/flood/earthquake arise.

BitFury and others looking for boutique 16/14nm chips have invested several 10's, even maybe up to the low 100's of millions $$ to get chips made but Tier-1 customers have invested literally Billions with TSMC over the past few years so 1 guess who is first in line once a fab is back online...

That aside, rather enigmatic comment as well. Since 2Q (ref the TSMC PR) is almost 2/3 over I take it BitFury is starting to get initial pre-production/engineering sample wafers or gods forbid - full production approved wafers even if in limited numbers?