It is pretty clear that the delay is planned and intentionally.

Back in May, ccmbc, a Chinese clone manufactur, told me that the Avalon chips would be shipped in Sep. He said he had contacts inside the Avalon team. Avalon team think if they ship in Sep, the early chip buyer will not lose money. I was surprised, and asked him to deliver message to ngzhang, shipping the order on time!  the feed back is weird. they did not promise time, but "we will make the early buyer ROI"

Later, we found that ccmbc has lots of chips, it is very likely that it is from the private market created by the Avalon team. This is an evidence that ccmbc was telling the truth.

Avalon team is corrupted, untrustworth, scammy, selfish, and criminal.