Thinking back to Zefir's batch which arrived a couple weeks ago, he mentioned this:
Update: 1st batch shipped
I got a a status update from Avalon - the first batch of chips has been shipped, including DHL tracking number. It should get delivered this week.
So they did send it through DHL with a tracking number, though it does seem it was shipped directly from Avalon rather than TMSC.
Factory's can send on behalf of brands/clients no problem.. Worldwide. They just call DHL, and use the clients details for payments and attach clients invoice for customs.