TSMC is the world's sole ASIC manufacturer for Bitmain - the world's largest ASIC vendor by far, commanding some 70% of the ASIC market share. DigiTimes is reporting that ASIC manufacturing will be a major part of bridging the 10-15% increase in revenue that TSMC's chairman Morris Chang expects for 2018, which will be mostly fed by high-performance computing (HPC), car-use electronics and Internet of Things (IoT) products.

One other interesting tidbit that DigiTimes is reporting on is that Bitmain might be increasing its ASIC orders from TSMC to bring a new Ethereum ASIC miner to market. Dubbed the F3, reports around the internet have placed these ASICs as leveraging TSMC's 28 nm process in a three-mainboard system. Each mainboard is reported to pack six purpose-built ASIC processors, each paired with 12GB of DDR3 memory. Whether or not this makes sense based on Ethereum's Casper update (moving from a Proof of Work to a Proof of Stake mechanism) remains to be seen. Considering the amount of work and investment that would be required towards the development of an Ethereum ASIC, though (a natively ASIC-resistant algorithm) may very well be an indicator that Casper may be longer off in the horizon than previously thought. Let's hope this is true, though; an Ethereum-geared ASIC, even if short-lived, would certainlydraw demand away from GPUs to these purpose-built systems, and there's been nary a time in the PC world where such an event was as needed as it is today.