I think this is besides those question(s) to be honest. The problem most of us have with the current climate with ASIC is the fact that the only real player IS Bitmain. If this company can help break that strangle hold, and decentralize that aspect, then ASIC becomes much less of a threat to be honest. If you can source them from one, two, or twenty different suppliers, and they are all equitable in price and performance…you have real competition and the entire dynamic suddenly changes.
IE Bitmain decides not to produce another batch for awhile to drive the demand up. But Company A in France, Company B some place in South America, and company C somewhere in the USA all keep on producing and selling them then Bitmain either has to keep producing or lose market share. They would no longer be able to dictate to the market anymore.