Yifu did this before with batch 3. One group buy organizer had ordered 50 Avalons, but then when they were delayed and the refund option was offered, he asked for the refund. He got no response, inquired repeatedly and then weeks later all 50 units shipped. When they arrived he just had to make the best of it. This feels like what is happening to us -- Yifu processed some refunds for chips, but when they received more chips they just said, "Eh, ship them and let the customers deal with it."