The world's largest chip manufacturer, TSMC is producing chips exclusively for miners. James Wang, analyst for ARKInvest, formerly from NVIDIA tweeted today that Bitmain is now buying 20,000 16nm wafers a month from TSMC, which is more than NVIDIA. An article on Barron's yesterday, Christopher Rolland, Semiconductor Analyst at Susquehanna International Group states that the cryptocurrency boom has "substantial long-term risks for both companies as mining profitability may have induced 'false purchases' of more and higher-priced cards.” It looks to me like we're charging into an interesting time when it comes to mining soon. With TSMC cranking out more and more silicon for companies building dedicated mining hardware. This could be a very good thing for gamers, as miners would/will be moving away from consumer cards and onto mining specific hardware. Rolland, who has Neutral ratings on both AMD and Nvidia, cut his price target on AMD to $13 from $15, after concluding that many people are buying GPUs as "gamers," but then using the cards just 5% of the time to play video games and 95% of the time to mine crypto-currencies.