If I were him, I would put my Jobs customers first. The IPO guys within my side hobby and investment already have their FPGA Minirigs to tide them for awhile. My Job's customers have nothing...except ample patience and desperation. Perhaps even some depreciating faith.
I should add, that if he does put his ASIC customers at his job first....then it is almost a no-brainer.
If the following is true, the delay for his IPO hardware upgrade is trivial.
---Batch 1 will ship soon.
---Batch 2 will ship soon after that.
---Batch 3 will ship with ample chips to satisfy everyone including his own orders.
If any of the above is not true, then it is perhaps best he punch his customers in the gut by taking his IPO upgrade hardware first. If the above is true....then what is a few weeks extra to conduct the IPO hardware related upgrades?
Where do you place the priority?