Doesn't matter, when new knc arrives in March, ghash will be nothing. There are no incumbents in Bitcoin
Do you know if it's a handful of companies that tend to bring out the next generation of Asics or is their more competition in the market than that? I.e. if the new knc is so good, couldn't the one or two companies that manufacture it, be a threat if they wanted to be?
(Obviously they don't want to be, but someone else could want them to be.)
There's a bunch of companies. But knowing when they arrive is a guessing game. Unless you are preordering, you can be sure they will come but don't really care when.
Ghash bitfury chips will be shit in a couple months. And they won't be able to procure that many chips again from anyone. Unless they buy a company. But I don't think they are in it for the long term. If I were them, i'd be moving to the carribean soon.
I hope you're right. Centralisation of mining still seems like Bitcoin's main weakness to me.