Quote from: WillBit on November 26, 2013, 04:20:40 AM

Quote from: dexX7 on November 25, 2013, 03:35:01 PM

Quote from: binaryFate on November 25, 2013, 03:03:37 PM

If you don't know this thread, bookmark it:
https://bitcointalk.org/index.php?topic=220837

Franktank is doing a great job centralizing official information and summarizing the news every quarters.

I'd advise any new investor in AM to read up every posts from friedcat since at least September, it's the only way to distinguish real info from reasonable speculation/crazy speculation/totally wrong stuff.

Yes, thanks, I know that thread. Great job by Franktank. And still I'm looking for the missing piece between:

Quote from: friedcat on September 24, 2013, 06:36:29 AM

Hardware Update
Already shipped devices(Gen1, already shipped) were limited by quantity of the power chip supply we pre-ordered before two months.
We made an order of another brand of power chips which are about two weeks late. In October this will provide another 500TH/s (Gen1).
If any deal of ordering Gen1 chips from outside buyers via us is reached, additional orders will be made.
The size of the Gen2 order will be decided as appropriate, according to the network difficulty when it is time to finalize the order size.

Quote from: friedcat on October 02, 2013, 12:48:09 PM

8. Financial Report
The next official ASICMINER Financial Report is scheduled to be released on October 20s. We had been in the process of accumulating reserves for a two-year-based small lab (all salaries) and a full mask cost for 40nm for one month. Additional income may be reserved for other chip advancements.

Quote from: friedcat on November 22, 2013, 04:45:49 PM

Next Gen Chips
The projected time of taping out of Gen3 is January 20. Power consumption target estimation is <0.2W per G on low power mode and <0.2$ per G on wafer cost. Please notice that the timeline is of course subject to change/adjust, and the estimation on power and cost is also based on software tool/simulation results.

Gen 2 was mentioned on Sep 24, it's unclear which generation the 40 nm belongs to and on Nov 22 gen 3 was announced. I don't see anything that explicitly says that there is no gen 2.

Does this count?:

Quote from: Jutarul on November 22, 2013, 06:18:16 PM

Quote from: chriswilmer on November 22, 2013, 06:06:12 PM

Quote from: darkip on November 22, 2013, 06:04:35 PM

Quote from: romerun on November 22, 2013, 06:03:05 PM

so Gen2 is skipped?

I'd also be very interested to hear the answer to this.

It's frustrating seeing responses which indicate that all the questions in this thread are being read, yet ignored.

Yes, it was skipped. FC mentioned this in the past. Apparently the performance wasn't as good as they hoped and they just decided to move on... probably a good move.

According to friedcat Gen2 is not worthwhile for 2 reasons:
1) Gen2 would come out relatively late due to some factors outside of AM's control
2) Gen3 shows promising results and the roll-out seems to be better/more reliably organized

Thus funds are better to be spent on Gen3 hardware. The production schedule will depend on a risk/reward ratio determined by friedcat. Deviations from the schedule need to be anticipated when rolling out a new product technology, so hedge accordingly when speculating on AM.

Doesn't clear up any confusion. We don't know if gen2 or gen3 is 40nm.