Amazing that HashFast is offering up to 400% more hardware to people.
Not that amazing once you realize all you get is a chip (which costs them <$50) and you still need a module/controller board for which they can charge whatever the heck they want, if they dont opensource the interfaces. Even less amazing if you consider they will only give it after 3 months, and without saying if its before 24 months. So all they promise is something which by itself is worthless at some unknown point in the future. Yeay. Its like BFL sending out some extra bare asics for their jalapeno's customers next summer; would that make you happy?
Yeah the difficulty is going to run away from everyone for sure. I'm not even sure why KnC bothers to talk about "next-gen". People are going to be very upset around January/February. At the rate of difficulty increase, even an imaginary 70TH ASIC machine in October of 2014 will have a shelf life of less than one month.
I hate sounding like I'm spreading FUD, but I think people would be much better off getting November refunds and investing in BTC directly. It's nice that KnC is the only company that does allow refunds. It will probably be worth taking advantage of. The fact that they allow refunds tells you they have more than enough orders to not care when people do. Their parts probably are dirt cheap, like you say. The initial NRE was a drop in the bucket in terms of how loaded with cash they are. Like BFL and every other ASIC developer, that was all they cared about.
Internally companies know this whole thing falls apart some time around the middle of 2014 where nobody can chase the difficulty then. They will try for one more round of "next-gen" before people realize this is a mug's game.