@Ytterbium, Wayne_Chang, koob
Regarding chips arent produced... did you miss that several wholesale buyers in china got tens of thousands of chips already? zefir is the only normal buyer that got one normal batch. So if those big buyers got their chips then our chips has to be produced already too. Because... yifu collected chip batch orders for 5 weeks, then he ordered at the foundry. All further ordered batches turned to "ordered" instantly. That means the chips werent already produced in foundry and the new chips could be put on the already existing order list. TSMC is only creating once because the biggest work they have with creating such chips is to change their working space to produce them. So its best for them to do all in one rush.
If you guys are right and those wholesale chips were ordered before and created before then yifu wouldnt have collected chip orders for 5 weeks. He would have moved those orders instantly to TSMC like he did after the order. That sounds to me like a pretty good indicator that our chips are already created.
How do you know they sent chips to wholesalers in China? I heard someone mentioned pictures of massive numbers of Avalon boxes somewhere, but I've only seen one set of pictures.
But if that is true, it's likely that Avalon is focusing on major customers first, i.e. people who ordered 10 sets are getting priority queue placement over people who ordered just one box - why? Because they'd rather have a 10 box repeat customers then a 1 box repeat customer.
The thing is, Avalon doesn't like dealing with customers, especially whiny customers. This much is pretty much obvious. So, it's possible they're treating their annoying customers badly in hopes they go away, and treating their most understanding and most profitable customers the best.
That sucks for ya'll. But if they are having problems with their chip supply then that's the most likely reason - I do seriously doubt they're delaying chips so batch 3 customers can make ROI, that would fair (IMO) but also insane from a business perspective.
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So either they are being incredibly fair and burning future chip customers by delaying chips to get Batch 3 out the door, or,
They are giving special priority to some chip customers over others because they value large orders over small ones.