They aren't significantly worse GH/J than any other competing 28nm company, which has been my entire point the whole time.
Their specs most certainly are, even compared to actual shipping 55nm products. That hashfast and cointerra and VMC and black arrow and Coincraft and BFL and whomever Im forgetting are all exaggerating remains to be seen (Ill grant you BFL) , but for bitfury we have tested numbers. Those numbers make KnC's promised efficiency look anything but impressive and makes the other vendors claims for 28nm entirely believable.
The competing 28nm companies are using the same process, at the same node.
which leads you to believe everyone except KnC is lying through their teeth about their specs, and which leads me to question if KnC are doing a full custom design.
btw, VMC is doing a structured ASIC and their efficiency projections are better than KnCs. OF course they may also be overly optimistic, but still.
Besides, you havent explained the die size.
28nm standard cell, is a 28nm standard cell, either you realise this now, or time will demonstrate this fact.
How exactly would you tell?
We'll have to wait and see, hence time will demonstrate the fact, but I personally feel those that are late have to exaggerate as no one is interested in funding someone who errs on the side of caution this late in the game. Whether some have outright lied will also have to be seen. I don't think Cointerra are deceiving with respect to their delivery time, and that said, I think that honesty is harming them (in the short term as other competing manufacturers cash grab pre-orders), where upon I feel others are capitalising on being deceitful (read their terms and how they excessively go out of their way to distance them selves from any liability and accountability). Hence those that accept, and those that choose to go out of their way purposely avoid third party liability backed secured payment methods as at least a choice is a huge red flag. This is logical, and to me speaks volumes with respect to manufacturer integrity.
That said we only know KnC's package size, not die size. Large package size, does not necessarily correlate to a large die size. Although you wouldn't conversely be able to house a large dies in a small package, but there could be many reasons behind the choice. I could try and press them on this in a few days, but if they haven't mentioned it now, I presume they will likely be more cagey this time round when they have nothing more to prove than performance figures.