When BE300 comes out, where is AM's profit going to be most realized?
As a chip manufacturer.
As a device manufacturer.
As a self miner.
As a cloud mining service.
AM's demonstrated core competencies are
-deploying mines
-device manufacturing
-marketing, PR, and hype
-(possibly) cloud mining service
AM is not the best at
-chip design/manufacturing
Therefore, I strongly advise AM to compete in the Dec 6 auction for HashFast's 28nm GN1/1.5 and 16nm 16nm ASIC designs.
16nm is a very expensive scale to design/fabricate at. AM would be wise to acquire HF's 16nm IP and use it to surpass KnC, Cointerra, and Bitfury in leading edge innovation, rather than start from scratch and pay full market price to compete in the 4th gen ASIC space.