They ordered the chips with your money, SOMEONE acquired them, used and still is using them for mining, and then they had to order another run of chips from TSMC after this happened. That's why the chips are so late.
Who acquired them? When? How do you know these chips are the same as the chips we ordered? This is exactly what I am talking about. You have no information to back any of these accusations up except "I saw a picture!!!".
Tracking Info
Manufacturer Silkscreen and timestamping on the chips themselves (Why the fuck are they ordered months after you had the money?)
Occam's Razor
Need I go on?
Unless there is concrete proof these chips were ordered within a few weeks of when the money was received, Avalon is lying.
Which is possible. I'm not saying anything concrete. I'm just saying can we quit with the crazy ass theoreticals for just a little while?