Thanks RoadStress,

I already received a full refund for the chips that didn't make it to the manufacturer.
My question is about the compensation that Yifu alluded to above.

edit:  I'm assuming that Yifu means to pay compensation for the chips being delivered late. The refund only covers the chips.  The time spent on designing and manufacturing never-to-break-even boards needs to be compensated as well.
This cost was suffered by the manufacturers but sometimes 50% of it was passed on to end-users.  Am I misinterpreting Yifu's statement?