They probably are for awhile, then selling them. Hence the delay. Riding out some mining, then slowly releasing them.

I'm thinking if someones smart enough to built a specialized piece of hardware like this, they are smart enough to write up an algorithm that tells when to sell the hardware once the commodity hits peak level.

A mass dump of these would too quickly devalue the market since the increase in new Bitcoins would cause inflation.

edit: Ha, obviously they know it by taking Bitcoins and charging €700 difference in the price of one chip between a July & October delivery.