HIVE 将从迦南额外收购 4,000 名 ASIC 矿工

In a strategic move to bolster its Bitcoin mining capacity, Toronto-listed HIVE Blockchain Technologies has placed a significant order with leading Chinese mining equipment manufacturer Canaan Creative (also known as 嘉楠耘智). The deal involves the acquisition of 4,000 ASIC miners, delivering a total hash rate of 272 PH/s. This expansion underscores HIVE’s aggressive growth in the competitive world of Bitcoin mining, especially amid the evolving landscape of cryptocurrency mining hardware in 2021.

HIVE Blockchain Technologies: A Leader in Sustainable Crypto Mining

HIVE Blockchain Technologies, traded on the TSX Venture Exchange under the ticker HIVE.V, has positioned itself as a forward-thinking player in the cryptocurrency mining sector. Founded with a focus on leveraging renewable energy sources, HIVE operates data centers in Canada, Sweden, and Iceland, prioritizing low-carbon footprints in its operations. This commitment to green mining differentiates HIVE from many competitors, appealing to environmentally conscious investors and aligning with global sustainability trends.

The company’s mining fleet primarily targets Bitcoin (BTC) and Ethereum, though its infrastructure is adaptable to other proof-of-work cryptocurrencies. As of early 2021, HIVE was already expanding rapidly, driven by Bitcoin’s surging price and institutional adoption. This latest order fits into HIVE’s broader strategy of scaling hash rate to capture more of the Bitcoin network’s total computing power, which enhances revenue potential through block rewards and transaction fees.

Why ASIC Miners Matter in Bitcoin Mining

At the heart of Bitcoin mining are Application-Specific Integrated Circuit (ASIC) miners, specialized hardware designed exclusively for the SHA-256 hashing algorithm used by Bitcoin. Unlike general-purpose GPUs, ASICs offer unparalleled efficiency in terms of hash rate per watt, making them indispensable for profitable operations at scale. A single modern ASIC miner can deliver terahashes per second (TH/s), and fleets like HIVE’s aggregate these into petahashes (PH/s) or even exahashes (EH/s).

• Hash rate: Measures computational power; higher PH/s means more chances to solve blocks.
• Energy efficiency: Critical as electricity costs dominate mining expenses (often 70-80% of OPEX).
• Scalability: Large orders like this allow miners to deploy quickly and maintain competitiveness.

HIVE’s choice of Canaan reflects a preference for reliable, high-performance hardware that balances upfront costs with long-term efficiency.

Breaking Down the New Order: 4,000 ASIC Miners from Canaan

Canaan Creative, one of the pioneering Bitcoin mining hardware manufacturers alongside Bitmain and MicroBT, has confirmed receipt of HIVE’s order for 4,000 ASIC miners. These machines boast a combined hash rate of 272 PH/s, translating to approximately 68 TH/s per unit—a testament to the latest advancements in chip fabrication and cooling technology.

Delivery is structured in two batches of 2,000 units each: the first in August 2021 and the second in September 2021. This phased rollout minimizes deployment risks, allowing HIVE to integrate the miners incrementally into its existing facilities. Once fully operational, this addition will significantly amplify HIVE’s overall hash rate, potentially pushing it toward the top tiers of publicly listed miners.

Canaan’s Avalon Series: Proven Performance

While the specific model for this order isn’t detailed, Canaan’s flagship Avalonminer series is renowned for its durability and efficiency. Recent models like the Avalonminer 1246 (from HIVE’s prior purchase) exemplify this, offering robust performance even in harsh data center environments. Canaan’s edge lies in its air-cooled designs, which reduce complexity and maintenance costs compared to liquid-cooled alternatives.

For context, 272 PH/s is substantial: it equates to about 0.1-0.2% of the Bitcoin network’s total hash rate at mid-2021 levels (around 150-200 EH/s). For HIVE, this represents a meaningful step-up in mining throughput, directly correlating to increased BTC production.

Building on Prior Success: HIVE’s January Canaan Purchase

This isn’t HIVE’s first dance with Canaan. Back in January 2021, HIVE secured 6,400 units of the Avalonminer 1246, contributing a whopping 576 PH/s to its fleet. Those miners were slated for delivery by the end of 2021, providing HIVE with a strong foundation for the year’s second half.

Combining both orders, HIVE is adding over 848 PH/s from Canaan alone in 2021—a 50%+ expansion in a single year. This repeat business highlights the trust between the partners: Canaan’s reliable supply chain and HIVE’s operational expertise create a symbiotic relationship.

• Total Canaan-sourced hash rate (2021): 272 PH/s (new) + 576 PH/s (prior) = 848 PH/s.
• Strategic timing: January order for year-end; summer order for immediate Q3/Q4 impact.
• Cost efficiency: Bulk purchases often secure discounts and priority manufacturing slots.

These acquisitions come at a pivotal time, post the May 2021 China mining crackdown, which displaced hash rate globally and created opportunities for North American and Nordic operators like HIVE.

Strategic Implications for HIVE and the Mining Landscape

HIVE’s aggressive hardware procurement signals confidence in Bitcoin’s long-term value proposition. With halvings reducing block rewards every four years (the latest in May 2020 cut rewards to 6.25 BTC), miners must scale efficiently to maintain profitability. This ASIC miner acquisition positions HIVE to weather network difficulty increases and capitalize on price rallies.

Financially, the upfront capital expenditure (likely in the tens of millions USD, based on 2021 Avalon pricing around $2,000-3,000 per unit) will be recouped through mining revenues. Assuming average electricity costs of $0.04/kWh and BTC at $40,000+, the ROI could be under 12 months. HIVE’s access to hydroelectric power in its Quebec and Swedish sites further sweetens the deal.

Industry-Wide Trends: The ASIC Arms Race

The Bitcoin mining industry in 2021 was defined by an arms race for next-gen ASICs. Manufacturers like Canaan ramped up 7nm and 5nm chip production to squeeze more hash rate from less power. Public miners (e.g., Riot, Marathon, Hut 8) mirrored HIVE’s strategy, raising capital via equity and debt to stockpile hardware.

Key drivers:

• Post-China exodus: Hash rate migration to friendlier jurisdictions boosted demand for miners.
• Institutional FOMO: ETFs and corporates entering mining amplified hardware shortages.
• Sustainability push: ESG investors favored low-emission operators like HIVE.

Challenges persist: supply chain bottlenecks, rising difficulty (up 300%+ in 2021), and regulatory scrutiny. Yet, for HIVE, this order fortifies its competitive moat.

Impact on Bitcoin Network Security

Every PH/s added enhances Bitcoin’s decentralization and security. HIVE’s expansion, alongside global peers, distributes hash power away from centralized pools, mitigating single-point failures. In 2021, this was crucial as the network recovered from the China ban-induced dip.

Conclusion: HIVE’s Path to Mining Dominance

HIVE Blockchain Technologies’ order of 4,000 ASIC miners from Canaan, adding 272 PH/s via August and September 2021 deliveries, exemplifies proactive scaling in the dynamic crypto mining arena. Building on the prior 6,400 Avalonminer 1246 purchase (576 PH/s), HIVE is supercharging its operations with reliable hardware from a trusted supplier.

For investors and enthusiasts, this move highlights HIVE’s operational savvy, green credentials, and bullish outlook on Bitcoin. As the industry evolves toward efficiency and sustainability, expansions like this will separate leaders from laggards. Keep an eye on HIVE’s deployment updates—they could signal the next leg up in mining stocks and BTC itself. This strategic acquisition not only boosts short-term hash rate but cements HIVE’s role in securing the Bitcoin network for years to come.