the long link mentions bitmain and it would be 10k chips a month for first 3 months of year
and a total of 100k chip order.
which if you are putting into a 180 chip s11 is not a lot of s11's
Your counting is not correct IMHO,
100.000 wafers is not 100.000 chips... There are usually a lot of chips on one wafer, there is the same mistake on 8btc website who re-take this news...
Something big is happening there! It is a lot of chips.
Maybe it is 12nm-16nm for next batches of S9 (maybe S9+) because they hyped price and there is still no competing company, they have a monopol now. So why make new miner now?
This is why I think that:
"An enhanced version of TSMC's 16nm process was introduced in late 2016 called "12nm"
"In late 2016 TSMC announced a "12nm" process (e.g. 12FFC) which uses the same design rules as the 16nm node. The enhanced process is said to feature lower leakage better and cost characteristics and perhaps a better name (vs. "14nm"). 12nm is expected to enter mass production in late 2017."
[Source:
https://en.wikichip.org/wiki/16_nm_lithography_process]