Update:

 yifu kind of left the door open for batch #4 by saying..."if we ever do b4".

Gen2 will be 55nm.

It does sound like batches 2+3 will be coming shortly. Their SMT machine was held in customs between japan and china, so that explains why they were delayed there.

They are manually pulling orders from wallet bit (for those that were caught up in the web debacle).

They are dealing with potential security issues in china. e.g. ngzhang  doesn't drive his own car anymore, doesn't use his old cellphone, doesn't live where he used to...

They have physically secured the transportation route between them and the shipper in hopes of preventing damaged avalons (said 6-7 Avalons had  broken corners or damage).