I vote for refund. I think, guys who want to wait for shipment would be better off taking refund and buying Avalon chips at a discount, better chances at ROI that way.
If there were Avalon chips available for a discount I'd be all for it. I just haven't seen that option aside from one or two offers from group buyers. That's why I said earlier that it would be nice to see what compensation options Yifu mentioned might be available.