How does this make sense?

This is very worrisome. Is BA essentially admitting that they cannot make their own chips into a functional miner? In the last update they said that batch 1 and 2 would be shipped by the end of july. But now they want us to take raw chips, spend more money on parts, and wait another month plus for assembly by a third party? Is this an attempt to avoid sending compensation units?

I don't understand why anyone would do this. WTF is going on?

EDIT: See new post below.