Notice this - last two retarget periods (25.5.-16.6) hashrate increased by 60 Thash!
In that time ASICMiner charts are showing increase from 20 to 40 Thash. So, 20 Thash increase is from ASICMiner, but where did the rest of 40 Thash came from?
In that time Avalon shipped a few units from batch #2, and BFL a couple hundreds(?) Jalapenos. But that's maybe 5-10 Thash. There is still more then 30 Thash of new power unacounted! Some unknown company developed an ASIC in secret?
bingo
something is pushing hash rates through the roof but the SHIPPED ASIC's are only a drop in the bucket
either unknown ASIC or BFL is mining using customer gear