Do bitmain have any chips?
That press release says they still have simulations, which means that they haven't even taped out yet. If that is the case, that means they won't have chips in hand until December.
I'm guessing that this can only be KNC titan, or equally possibly MAT (their cloud mining service opens tomorrow).
Excellent point. I think your right, they probably haven't even tapped out yet so it probably isn't Bitmain after all.
Definitely agree with jrose's comment about Alpha monthly delays being measured in dog years though. At this rate, even if by some miracle they do end up shipping by the end of the month, not a single unit will ever ROI in and of itself. So, unless this alleged shareholder bonus that they can't release any information about helps pad that loss somewhat, even in the best case scenario of people receiving their hardware they will still end up losing out in the end :/