Lost in translation

Nanox just can't make up its mind about the capacity of its unfinished fab.  In a recent interview by Hankyung Global Market, the president of Nanox Korea, who is a convicted felon, said something that got translated into 4,000 wafers a month.

Just a month ago, that future capacity was supposed to be close to 1,000 wafers a month.  Using the "100 chips per wafer" average previously given by him, we are now supposed to believe that Nanox will be soon churning out 4,800,000 fake chips a year, enough to make nearly 100,000 fake Nanox.Arc devices per annum, given the current design of 5 fake chips per device (and assuming 100% yield).  Just last June, the full annual capacity was supposed to be only 120,000 fake chips (10,000 a month).  Quite a ramp up, isn't it?  It is very easy to ramp up fake chips in an unfinished fab.

But maybe he did not mean 4,000 wafers - may be he meant 4,000 chips a month?  Well, then this is a severe contraction, as the CEO was planning a year ago for 1,000 wafers a month (or about 1,200,000 chips a year).  But he then also thought that Nanox.Arc has only 7 of these fake chips (not 5 and not 11, as various videos and investor presentations show).

Update:  Not to be confused with the April loss in translation (2,000 fake chips a month).