There really is no reason to suspect that ASIC Manufacturers would be effected. The only thing BTC related that they deal with regard to payments and it is still possible for them to cash out BTC. The problem is that in China you cant deposit into an exchange.
As I understood, the directive also forbade selling of goods and services for bitcoin in China because bitcoin was considered a virtual good, not a currency. At least thats what I heard BTCchina's CEO say on a podcast recently. Its unclear to me if pricing in dollar or CNY and fulfilling the payment with BTC is considered legal or not. If not, it would affect any Chinese bitcoin company, and we'd have to revert to paypal/western union/wire transfers.