From the sounds of it, that's pretty much what they're going to do.
I'm totally fine with TFDI disallowing counterfeit devices, even tho the consumer will get boned in the end they will have to go back to the manufacturer that tried to save a few bucks by buying what is unquestionably a counterfeit chip at counterfeit price. There's no pleading ignorance when the official suppliers charge a certain amount and these back ally dealers are a fraction of the price. Any authorized fab is going to have a fixed license fee that's going to keep the price relatively high compared to the unlicensed fabs. Crucifying FTDI because they're disallowing the devices is unfair with out putting most of the blame on the companies sourcing the questionable chips.