Problem is, everyone keep talking about Thash chips but so far nothing showed up, even just a theorietical project
The LargeCoin team seems to think they have an ASIC on the way. Whether they really pull it off or not, is anyones's guess. Do a search on them on the board.
The thing is that there is enough money in it now that some ASIC engineer somewhere is going to give it a try. The question is when.