so let's say they are 4 days behind that means 350 * 4 = 1400 boxes. On avg each box should meant at 300GH/s (if they are going to ship also mercury(s)). That means that in next few days we will have an increase of at 420 TH/s only from KnC.
It also means KnC alone could produce and ship 4PH per month if they can source enough components. If KnC can do 4PH today, imagine what Ciara (Hashfast) could do.
Those saying exponential growth has to taper off will be proven correct eventually, but probably a lot later than they thought.
it's a good thing measuring theoretical max production, but you have to find someone that will buy your product then (at the price you've chose). I think that every ASIC vendor will need to lower their product price inevitably. I just don't know what will be the price equilibrium, my gut tells me something along 0.5 to 1.5 GH/s should be correct, but I'm just guessing.