Gathering micro-messages (Wen / Xiaobei) According to media reports, Bit Continent has adjusted its foundry strategy and will adopt multi-wafer foundry mode. Samsung is expected to take orders for bit-base mainland foundry products in the second half of the year. Samsung took advantage of virtual currency mining chip opportunities such as Bitcoin, and cooperated with Taiwan's Upower Group's IP plant, Chihyuan. With the help of Faraday's customers' entrusted design capabilities, it excavated more mining chip customers and expanded its own OEM orders, calling the company's foundry.
On June 4, the Taiwan Economic Daily reported that the Bitcoin co-founder JACK delegation visited TSMC, Powerchip, and other supply chain partners last week to seek cooperation for a new generation of high-performance mining chips. It is reported that Bitland’s revenue for 2017 is approximately 27%. Billion U.S. dollars is the second largest IC design company in China, second only to Hass. It is also the second largest chip customer of TSMC. Jenker Group visited Taiwan this time, the founder and CEO of Powerchip Huang Chongren, and the co-CEO Wei Zhe, who will be promoted to president of TSMC, personally. Reception, highlighting the importance of the two companies to Bit Continental.
Under the influence of the overwhelming regulatory policies of various countries and the profitability of investment winners, the price of Bitcoin has fallen from a high of nearly US$20,000. With the advantages of advanced processes in terms of performance and power consumption, a new generation of mining machines can be realized. Low power consumption and higher computing power to solve the problem of high power consumption in mining. A new generation of mining machines is seen as a solution to the falling currency and ease the miners' profit compression.
In terms of advanced manufacturing processes, both TSMC and Samsung are striving for 7nm customers. TSMC's 7nm extension uses traditional lithography technology to improve performance, but it can take the lead in volume production, and it has been put into production in the first quarter of this year. Samsung announced in May this year that it will soon begin to use 7nm technology to manufacture its processor. It uses a more advanced but extremely difficult EUV technology. The advantage is that it is close to the limit of performance. Samsung is more concerned with the progress of TSMC than Hysteresis; may be more advantageous in terms of performance and power consumption.
Industry rumors that Samsung has been negotiating with Bitland for a long time, performance, power consumption advantages, and an attractive offer than TSMC, Samsung is expected to win the ASIC OEM orders in the second half of the year.
At the same time, it is reported that the second largest ASIC miner, Kennan Minzhi, will launch a 7nm ASIC chip for Taiwan Semiconductor Manufacturing Co., Ltd. in July. It will directly jump from the previous generation of 16nm to 7nm. In front of the Bit Continent, compared with the 10nm process, the TSMC 7nm process can increase the speed by about 25%, and the power consumption can be reduced by about 35%.
It can be seen that, due to the decline in currency prices, Bitland and Jianan Minzhi have all made efforts to develop a new generation of high-efficiency mining chips to seek more mining efficiency solutions and achieve lower mining costs.
In terms of industrial layout, it is reported that another purpose of Jenker’s close-visiting of partners is to discuss the cooperation direction after Bital Continental's transformation and development of AI applications. In fact, as early as March of this year, Bitland’s founder, Wu Jinhan, was in '2018 Washington DC. The blockchain summit stated that it believes that the wave of digital currencies will continue to develop, but will take measures to deal with regulatory risks, including increasing the layout of the sea and transforming the AI and investment businesses.
It is reported that Jia Nan Lu Zhi’s revenue in 2017 exceeded RMB 1.2 billion, and the profit was more than RMB 300 million. The annual growth rate reached 20 times and 125 times respectively. Jianan Zhizhi plans to be in Hong Kong IPO, which is also in the prospectus. Shows the impact of Bitcoin price fluctuations. In view of this, Kenan may also focus on the layout of the industry on the AI chip. It is reported that Kennan Minzhi began research and development of AI chips a few years ago, plans to apply The chip is planned for mass production in the fourth quarter of this year in voice and image recognition in smart homes, smart cities, and smart detection.