If Microchip didn't come through, then Alibaba seems risky. That's probably where Microchip gets THEIR chips...
Microchip is the designer, they get their chips from a fab. The problem is they plan production a long time ahead and, unless somebody tells them, they can't plan for blibs in consumption like this. I can see them puzzling over why everyone is buying these chips, because of the open source nature of the project, the buyers will be all over the world buying hugely varied quantities.