This is not the M10. It's the D1. And MicroBT is definitely being shady here. Maybe Pangolin as well. Let me proffer a scenario that fits the facts.

MicroBT has the first batch - 44TH/s -  made and are currently mining them for a month. This explains the double in difficulty and hashrate in one month's time. If they were having problems delivering on the first batch, and had already improved them before the end of the first manufatcuring run, they would not have the units at 44TH/s to fullfil the original orders. They would only have the improved units to ship.

The miners will no longer be profitable - the daily return on them has already dropped by 66% since they took the orders. Customers know this and are demanding returns.

They have a second batch being manufactured that is slightly improved upon the first. They are trying to squeeze extra profits from their original buyers because their sales for a second batch will be nowhere near what their sales for the first batch were. 

They have pushed back the original delivery date so they can mine out as much profit as they can before releasing the much diminished miners on their sucker customers.

This fits all the facts as we have them.

As the story is unfolding it is clear that MicroBT is screwing its customers.