except that Cointerra hasn't even taped out yet, seems to be late at doing so, and most importantly seems to have disappeared.
Are you sure they haven't taped out? If that's the case, then there is no way they will be shipping in December, remember factories wind down a couple of weeks before Xmas.
I haven't seen Cointerra announce they haven't taped out, so I don't know the origin of that report...