40nm 0.2J/GH to 0.4J/GH how does that sound? of course they still need to confirm this news with a working chip...
Of course

The 0.2-0.4J/GH looks impressive (still a wide range, however), now that's only one variable.
Availability (out of the hands of friedcat) and ultimately price per GHS will be the other significant parameter for the market. I sold off my AM shares before the downfall of the securities game in 2013 but I'm considering getting back in for sure.
Anyway, at the current stage of the mining game BitFury is still a safe bet at 1J/GH (vs 2 for the oversold IMHO Antminer)