The tape-out date (sending the final layout to the fab, ordering the masks and wafers) is the major milestone of any ASIC design project. Every customer/investor should be informed about when this is planned and when it was finally executed (this is at least the case in the "normal" ASIC business world). Because after that the "train has left the station" and the time until wafers leave the fab is somehow predictable.
The layout was probably not final in June, otherwise it would not be possible to change the package later on.
If there is no tape-out in July it is impossible that KnC will have packaged dies in their hands end of September (not talking about delivering fully debugged miners to end customers).
Nonsense, there no reason to inform the customers about what's going on behind the scenes, you don't see any of the big electronics manufacturers doing that, they would consider it commercially sensitive information.
How is providing a tape-out date giving away commercially sensitive information if they have already given a projected shipping date?