1) What is the status, size, and expected delivery of the next batch of chips? What about the one after that?
re 1) This month: 850k, next month: 3.35m (order size), June: 6.7m (order size), assuming each chip is 10G.
Still don't understand the financial report, in the cash flow sheet, the chip sales income is around $4.5m, divided by $0.35/G, means the sales in May was 12.85PH, it's quite below 33.5PH. AM I wrong about this?
The chip sales income is most likely income from the April batch, maybe some May - we don't know. This gives us about 10 PH/s for April. The majority of the May batch is supposed to be in the inventory, which is probably priced in production costs.