[...] I am not aware of any new chips coming online between August and December. [...]
AM Gen4 @ 28nm, Bitfury @ 28nm, KnC might actually get some yield on their 20nm, and Bitmain's just starting to dump 28nm on the market and we all know how they handle business.
This party ain't over yet.
True, but considering the big lead time for KnC's chips I'm not worried so much about them, as for Bitfury I'm expecting them to just upgrade the gen1 chips which levels a bit their contribution to the network. I see Bitmain as the main contributor(except SP-Tech ofc

) and for AM I will remain reserved until they release the gen4 specs and actually see them in action.