Quote from: NotFuzzyWarm on May 20, 2016, 05:37:55 AM

Quote from: punin on May 19, 2016, 12:59:18 PM

There has been a lot of speculation in this thread and I could say notfuzzy has done his homework well Wink

I've been waiting to get some solid good info to you all, and I'm hopeful I'll be able to share it with you soon. You have not been forgotten!

Thanks for the complement but aside from digging up TSMC's Guidance press release it wasn't homework per se. Supplying 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 100's of millions $$ to get chips made but Tier-1 customers have literally invested 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?

Hey Hey! I dug up the press release! Wink

Not long time ago a foundry guy told me that he thinks that it is the wrong way for a foundry to hunt for the big $500M opportunities only. He said, the foundries have to take the small $50M opportunities seriously in the future.

The sad thing is, that $50M in 28nm wafers would be about 1000 PH!