They can talk about "ramping up" production until the cows come home, as it still has zero effect on batch size, or when the next batch will be available, unless they are behind, of course.
I just don't see it.... guess we will find out soon

Yeah, Bitcoinorama tried to make the same argument.
Dude the hashrate is about to level out for a bit not, continue growing like this for a while.
The difficulty is nearly 20x what it was back then when he made that prediction.
It's not just Bitmaintech. It's all the A1 clones. And Bitfury. And Spondoolies. Etc. Difficulty is still going up exponentially.
I agree, the diff will always rise, and sure... "exponentially", literally.... but at what rate? I'm betting if you add up everyone's potential "on time" cookies, it doesn't add up to any special leap in hashpower all at once, because everyone has a schedule, and the diff is indeed tapering, I posted that chart a couple times already. You will never see another surprise 40% diffchange, those days are over.
As a matter of fact, look at the date on your Orama quote, and look at this chart...
Now tell me he was wrong!
Even a full Neptine batch of 5 petahash in a single diff RIGHT NOW would only equate to about a 12% diff increase.
I must agree if that odd surprise Isreali company actually starts delivering as advertised, combined with all other "scheduled ASIC deliveries", there would be a significant increase to the total network hashrate, but its not going to happen in huge leaps, because again, everyone has a schedule, and FEW are on-time. The next couple months will be very interesting at the very least.