The increase just starts when the batch is supposed to be delivered by the chinese factory ? That's quite a coincidence...
If you check the whole trade, at a point there are some comments saying that this is possible because this card is not exactly an FPGA nor an ASIC. It's a FPGA because it has a FPGA in it but it's closer to an ASIC because it cannot mine anything you want due to the architecture of the board.
It has (well it's supposed to) an AES acceleration chip so the FPGA itself doesn't have a lot to do.
The part that is a bit astonishing is the power consumption as it is (well it's supposed to be) 20% more efficient than bitmain crpytonight miners.
Also remember that a VCU is full of stuff which are completely useless for mining because it's not it's primary role.