Batch 1 was held back by a missing component but is now complete and i will start shipping tomorow.

Now to the whole Refund issue:
My official Refund policy as stated by the TOS on my website is:

Products that are individually manufactured for you like the BitBurners, can't be canceled or refunded after the order was paid.

Explanation:
I have to order a lot of material far in advance and most of it CANNOT BE RETURNED OR REFUNDED in case its not needed.
Once an Order is paid i immediately make sure the materials needed for it are in stock or buy them if not.
By placing your order and paying it you made me buy material thus you are responsible for the financial loss that happens if you cancel that order.

That being said, i am a nice and fair guy, i do refunds, within my financial bounds.
A refund means a canceled order.

Asic chip delivery issues:
I don't have more information then you guys, probably less because i don't have the time to read all threads in here.
Maybe the high demand exceeded the production capability of TSMC in that particular process node/foundry and that is causing the long backlog.
That would by my guess.