So the pictures of the boxes are dated July 9th.  That means its been almost 4 weeks since the chips showed up.  Are they testing them first before shipping?  Or are they just re-addressing the boxes and shipping them to customers?

If they are trying to test 2.1 million ASIC chips with a small crew then I can understand the delay... What I can't understand is why the BTC is still in the account and hasn't been used to hire additional people.  My best guess is that they've been paid and aren't in any hurry to get the chips out now.

I guess the best way to know is ask ourselves if the contract is for 10,000 working&tested chips or 10,000 chips direct from the fab.  

Another possibility is they are still building Batch 3 machines and won't send out the raw chips until all Batch 3 machines have been delivered?