My understanding is that the technical details of the monero fork are on github and some cn coins have already implemented the same. I was reading issues for xmrig and xm-stak to see where they stood on these changes and according to devs these are already ready to go on the fork (at the time I was reading they just needed final monero code to test against - assuming tests go well then they can release updated versions any time - this was as of a few days ago).
If this is true than all of these asic manufacturers surely must have looked at the proposed monero fork changes. And if they could fix their machines with a firmware update to work on the new fork then more than likely would never have revealed the machines exist at all.
At the moment i think is not possible on bitmain site at point 3 they say "One major cryptocurrency which is using CryptoNight hash function is about to change their PoW algothrim, and according to their public statement, it is purposely to brick ASIC mining rigs including X3. When you buying it, you are betting that they are wrong"
Besides that Monero will fork every 6 months according to their statement.
So if you a gambler not a miner you can take a chance and bet on the new ASIC.
and lets just imagine asic companys have not been mining monero the past N months to death.
lets imagine its all gpu / botnet hashpower
lets imagine the asics can mine the new crytponight algo
the reality in this case will be cryptonight will end up like X11/Dash instant, all cryptonight coins are not big enough to absorb that hashrate...difficultys will skyrocket and prices will go the other direction because everybody would mine & dump to earn some money