All I know is that BitFury is going to have 0.2W/GH miners online pretty darn soon, contradicting their statement.
Who do you think knows more about the status of those magical chips - the people who would make them or..... [with all due respect].... you?
Well dogie, I guess you are right for that part.
I would like to point out that BitMain is offering a 2 month pre-order for products that they have shipped over 2 months ago. Not only have they marked up the price, but they have basically guaranteed a very profitable hardware liquidation for themselves. There is no doubt that in 2 months time, the AntMiner S5 will not only lose its place as one of the most efficient miners, but next generation miners will be taking their places during the summer of 2015. I recall seeing a thread in this section giving estimates for the arrival of next-gen hardware (AsicMiner, despite friedcat's dissapearance: April, SP-Tech: Summer, BitFury: Summer).
BitMain made a very vague post on FB regarding "intelligence" on their competitor's decision not to mass-produce chips. Surely any competitor would keep such information private, and not only would BitMain refrain from posting such matters because it would give away that they are "hearing-in" on insider matters. Not to mention that there are many, many competitors in this industry.