KnC has stated many times that they were looking to aim to the higher segment of the market, because scaling up to massive demand was difficult.

Indeed, if they are big enough is always better to deal with fewer, bigger customers, than more small customers.

The fact they are backtracking so fast looks like a bad omen to me. They already said in a subtle way that the chips order was not placed yet as they were still discussing "how much" with the fab, and figuring out "how many".

I hope this new, smaller unit does not mean they need more  preorders before being able to place the chip order.

Now I will get slaughtered by the wishful thinkers who have wet dreams about KnC delivering in August. Good enough, I know my assumptions are based on rational and cold analysis of facts and not on hopes or emotion driven conclusions.