for the moment
the increase is seen
XMR network global hashrate increase from 400Mhs to 470Mhs in 2 days
ETN network global hashrate increase from 90Mhs to 180Mhs in 2 days
it has to be asic guys again or somebody is "testing" FPGA boards maybe dwarfminers

you might check out
https://www.cryptunit.com/for all cryptonight V7 coins
It's also indeed possible that bitmain developped a new ASIC. The new algorithm is far from being very different from the previous one so they do not have much to do to design a new chip as the architecture of the board can remain the same.