Depends what "do the job well" means.
These guys are going straight for 28nm.
good for them. However friedcat obviously has much more experience with creating chips and devices for bitcoin mining. I would sooner trust Avalon or Asicminer to create new chip before KnCMiner and Cointerra and Hashfast since they have never created bitcoin mining ASIC chip before.
Well, that's ridiculous. Designing a bitcoin ASIC is easy. You could do the basic logic layout in an afternoon. The future is figuring out how to make it more space and energy efficient.