Only 60% worse.. no biggie.
Jimmothy, wait to October. Actually, in mid August we'll get two (slightly) better wafers.
I noticed you expect the "fixed" batch will still be 30% worse than expectations. Does that mean the fab is not entirely to blame?
Also will you be giving compensation for the extra power consumption as well as the lower hashrate?
We preferred to give lower estimation. There is still 10% diff that we still can't explain based on the slow ASICs results. We'll know when we get the fast batches.
Compensation will be discussed with the customers. As I wrote, the key factor will be $/GHs ratio.
Guy