Re: 2021, time for a new general & diff speculation thread...
Funny and cool thing for us Finns,
Finland gets richer because of the btc price rise,
since the Finnish Customs is finally now going to sell the btc they have confiscated during narcotic crime investigation
https://yle.fi/uutiset/osasto/news/finnish_customs_plans_to_cash_in_on_confiscated_bitcoin/11726858
Finland gets richer because of the btc price rise,
since the Finnish Customs is finally now going to sell the btc they have confiscated during narcotic crime investigation
https://yle.fi/uutiset/osasto/news/finnish_customs_plans_to_cash_in_on_confiscated_bitcoin/11726858
Off topic but I propose the USA should stop HODLing their $1billion+ worth of BTC confiscated from the Silk Road wallet guy and other crime syndicates and use it to pay off part of its massive $27 billion dollar debt (Christ, look how fast that total is increasing!
)So that would be about 100,000 wafers. A few articles in early 2020 I found indicated that TSMCs 7nm capacity is about 140,000 wafers per month.
If that capacity is accurate, then Bitmain would have needed to secure 6% of TSMCs total production capacity for the whole year to get their 100,000 wafers worth of chips. So possible I guess, but with the Apple and AMD fighting over the 7nm capacity, don't know what scraps are left.
TSMC's 7nm production capacity is fully booked. Relief may only come when Apple migrates to 5nm in 2H'2020. TSMC's 7nm capacity will increase to 140,000 wpm in 2H'2020. By order proportion, the ranking of customers using 7nm will be re-shuffled. AMD's orders are set to double, replacing Apple as the largest customer [for 7nm]. Huawei's HiSilicon and Qualcomm are similar by order proportion.
If that capacity is accurate, then Bitmain would have needed to secure 6% of TSMCs total production capacity for the whole year to get their 100,000 wafers worth of chips. So possible I guess, but with the Apple and AMD fighting over the 7nm capacity, don't know what scraps are left.
Chip scarcity is one of the reasons orders for Bitmain miners are stalling right? I really can't wait for Apple and AMD to make new 5nm CPU chips and move their production over to that. Then it should be easy for Bitmain to secure a 6% share of 7nm wafers since their R&D won't catch up as quickly. I don't see this happening earlier than 2022 though, it looks like 2021 will see TSMC's 7nm availability to clients completely full.
I wonder what's the state of Samsung's 7nm capacity though. Not that it's going to help Bitmain since they already entered into contracts with TSMC, and Samsung may be getting a huge slice of capacity taken by Intel in the future.