Block has completed the tape-out of a 3nm Bitcoin mining chip aimed at smaller miners, while Marathon has launched a Utah pilot using landfill methane for mining. The moves highlight a broader shift toward decentralized hardware, alternative energy, and Bitcoin-focused treasury strategies.
Canada-based Squire Mining has raised CAD 25.5 million to develop 10nm ASIC chips and bitcoin mining rigs, with a pilot production run targeted by the end of Q4 2018 as competition in mining hardware intensifies.
Taiwan Semiconductor Manufacturing Co. (TSMC) will report Q2 2026 results on July 16, with the market focused on AI/HPC order strength, the progress of 2nm (N2) volume production, and whether the ~66% gross margin can be maintained. Q1 delivered a 66.2% gross margin on $35.9B revenue, while Q2 guidance implies 65.5%-67.5%. Morgan Stanley expects actual gross margin of 67.4%. Capital expenditure is set at $52-56 billion, and the 2nm ramp CAGR is ~70%, but depreciation and overseas fab costs may pressure margins. This article analyzes TSMC’s impact on AI and crypto mining hardware supply chains.
