Thanks the post, Jutarul. Regarding providing info on what is being said, have you heard any updates on how gen4 is coming along?
Based on the information provided the gen4 is coming along according to schedule. There will be some time span in which it will be evaluated. However, to put things in perspective any new chips will not move the profit margins too much. Profit margins are mainly a function of BTC price, network power and average upkeep costs. The tech has moved quickly in the last 2 years and is hitting Moore's barrier pretty hard. Main profits will likely come from innovative ways to reduce capex and opex, which not necessarily requires the latest chips.
Thanks for the post Jutarul (and zefir).
When you say "gen4 is coming along according to schedule", can you shed any light regarding what that schedule is? What phase is the design of gen4 chips in? When is "tape out" expected? When are the first samples expected to be received by AM for testing?
As long as there is no clear guidance on information policy, I have to defer to FC in answering those questions. That said - I don't have the data you're asking for (other than the tape out date).