You're correct they never specifically said when they taped out, but they certainly taped out in June/July. They couldn't have possible taped out earlier unless they started selling units after tape-out which Im not sure I can believe.
https://bitcointalk.org/index.php?topic=170332.msg2832504#msg2832504

You seem a bit bitter using terms like "delusion". Did KNC do something to you exactly? I'm pissed myself how they really didn't honor pre-existing customers with the whole Neptune preorder thing, but KNC has delivered before so I'm not sure why you don't think they won't deliver again just because they won't announce these things. They completely over-delivered with the first line of products. So even if they are late, I'd expect bonuses.