These innovations will help keep miners solvent during the block subsidy halvenings.

Wonder how efficient these will be (J/Th)?

I think that small miners as part of home solar systems could be a big hit. Software could dynamically choose between selling power to grid or mining bitcoin...

So TSMC or Samsung? Doesn't sound like Global Foundries or SMIC.

There is a company I invested in called Rayton Solar...though they go by just Rayton (https://www.rayton.co/) now.... that is looking at producing a 2nm chip - They use a proton beam or something to slice the chips...supposed to be something like 25% more cost effective with 75% less waste.

I keep thinking that once they get that tech dialed in (likely the next year or two) that they might be big in the BTC mining rigs? Although I am not certain their chips will work for mining purposes, its just been a thought bouncing around in my head...

ELI 5 What is a « mining system »?