I guess that the real "dangerous" competitors of KnC know that the tape-out must be executed end of June/beginning of July to have a minimum chance to meet the announced start of delivery in September, because they have all the numbers too (e.g. 28nm foundry cycle times, time required for bumping/packaging). And they also know, not announcing a tape-out means probably that it was not done yet.

So KnC competitors most likely feel quite comfortable without hearing anything about it. It's harder for KnC customers, which are at the same time investors in a risky business where time-to-market is everything.