So the addition to our portfolio of a custom, top-end, 55nm that has a very high volume production capacity from UMC could be a very very fortunate - or smart - development for VMC. If our competitors (X-farm mining) can only source 100k chips per quarter while we can source 300k chips per quarter and our chips cost 60% of the cost to fab and run in their life-time than X-farms chips, then we can grow our farm above and beyond the capacity of X-farm to grow theirs.
Yes the foundries may be able to pump out chips, but will the board manufacturers be able to keep up? I don't mean producing the PCBs -- that should be easily scalable, but actually mounting the chips could be labor intensive especially since the 55nm ones are only ~1.2 cm^2.