That said-re chinese market. Guy, care to elaborate-you understand their marketing or price trends or whether they will develop 20nm or jump straight to 16nm?
Off topic, me to blame. I don't see a Chinese player doing more advance node anytime soon.
They're concentrating on maximizing profit and reducing cost and prices, short term.
AM Gen3 is selling at their own wafer cost. 40 PH/s of A1s
Lot's of low cost farms are being deployed. Seen some pictures.
3 shifts, 24 hours a day producing miners.