I think you're getting confused, tho. They had ordered 100k chips from the fab. Only 20k of those would be available in the first round of shipments, and then the other 80k would come later. Idk about that 12k number tho, maybe it was how much will actually be shipping to customers?
https://forums.butterflylabs.com/bfl-forum-miscellaneous/690-13-jan-2013-asic-update-discussion-thread-8.html#post10450
First batch has been slashed to 10k chips.
So 10-12k chips is somewhere around 75-90TH/s? Do we know how long after those 12k chips are assembled and shipped before the next batch of chips is ready to process? I have some orders at the beginning that would be shipped first, and some orders that were placed later that won't be shipped first.
So this is where BFL failed to address why 90% of the previously projected chips will not be produced in the first batch as indicated previously? 90% reduction in supply is a huge red flag guys!!
At what point will you call their bullshit? After 3 more delays?