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.
Yifu said those chips went into batch #3 which was made up of 600 units.
But there is another thing I was pondering on... chips had to be paid in local currency, so they had to take 50-100K BTC and convert them into local currency... maybe this step is where things went south.
Just a thought.