There is no evidence of Cointerra's tape-out, and even if it were the truth, it is by no means their only challenge whilst trying to complete this project. All sorts of other problems can cause delays, and there is no real way to know which of these problems are real and which are concealing embarrassing oversight of something simple. BFL played that exact same game with their customers; anytime a delay was announced it was attributed to somehting highly technical, and never to something as prosaic as bad contingency planning in their material requirements.