Even if their fab's backed up, it should still be able to tell them with a reasonable degree of accuracy when their bullet run will happen and when the chips will be shipped to BFL.  How the hell does BFL know that the fab house has even started work on their run yet if they can't get accurate dates from them?  I seriously would be threatening to come over to Asia and watch the production run at this point because I'd no longer have any confidence that they were actually expediting my order.