I can't cite my source but I can say it's reliable to say that their order queue for first batch is near their maximum capacity for production. They had an order blog up at some point (not sure if they still do), but there were some huge orders on there, saw some single orders for more than 100 units.

My KNC order prediction was very much on point, as has our difficulty estimate related to orders coming online, the past few times.

Like I said about 500 pages back, when KNC comes online (as they have) difficulty is going to skyrocket, and keep doing so, and when Cointerra (and Hashfest if they ever do) comes online, it's going to cause eyes to pop.

Their 2nd batch is already sold out too i think, and they're almost full on their 3rd. They're using a mostly-automated production line, several of them.

They're the "KNC of America" as I've said before, except they've taken an even more hands-off approach. Chip design they handled, overall product design they handled, they outsourced everything else: Power, Cooling, Assembly, Shipment, etc.