"If"s don't move anything. Money move stuff.
And AM have been making money by self-mining and by selling chips and miners. We know they had 60 Ph/s and they were selling chips for around 0.5 $/G.
1) On the Balance Sheet, approximately how many chips does the current Inventory (Products + Materials + Masks) represent?
A little less than 60P of wafers, most of which are on their final stages of production. The materials consist mainly of lead frames for packaging. The mask is re-usable for years if there are continuing demands for the corresponding wafers.
10) What is the average selling price of AM gen3 chips (price per Gh/s)?
About 0.5$/G for sold chips.
20) What are the future plans and visions of Asicminer?
We could use that to establish an upper limit of 30 million USD. With a mask cost of around 3 million USD, AM could pay for it through 6 Ph/s of chip sales. Given the sales of miners as well, I don't think AM will have much to worry about with regards to funding gen 4.
With BE300 correcting the mistakes of BE200 and being pin compatible with BE200, the roll-out of BE300 will be far quicker and cost less too. Quite a few manufacturers already have experience with BE200 and a well performing BE300 would be very tempting to them. The production infrastructure for building miners would already be there as well and allow rapid deployment of miners for sale and self-mining. Overall, it should be a very smooth and profitable transition if the chips perform anywhere near as well as expected.
, so we're not achieving those prices anymore! But given the trouble with gen 3, we indeed may see gen 4 much earlier than initially planned. We could see sample chips in late October if this is true!