Our vendor has told us that the substrates — one of the final components in completing the chip module — are going to take a more time than expected. The good news is that the silicon, arguably the more complicated part of the design, is right on track. Once the substrates arrive, we can place the silicon and finish production. Our updated estimate is that the rigs will begin shipping in mid-November.
Found the source of info on HF running late -- once all KnC units are hashing, hopefully this delay will give us a little breathing room for ROI. And hopefully "mid-November" is an overly optimistic estimate to placate their customers...
That's awesome