Go look yourself.
I read the news, but it's simply stupid. The demand for Neptunes CAN'T be bigger than the wafers because they had a lot of refunds and people ordering now are going into Batch 3 so Batch 1 and 2 shouldn't be a problem since they knew for more than 6 months how many units they need and if we add the tons of refunds something doesn't add up. But it's KnC. Expect the worst!
The yield per wafer can be low; it's not guaranteed especially at the forefront of nm technology. They might have expected 90% usable chips from each wafer and ended up getting 50% usable chips. Plus 20nm is really just pushing the 28nm methods harder while waiting for 16nm.
Long story short, if you're waiting for batch one Neptune which you're not going to get any time soon post in my thread above.
u27
you may well find that more than half of batch 1 buyers actually refunded some time ago - around the time I was telling you to jump off the train (this is in no way a 'told you so') I was hopeful for you (and others) right to the end.
You also have to remember that only a tiny proportion of KnC's customers come from bitcointalk, if half of their customers from here refunded it probably accounts for less than 5% of their customer base.
Think about how many people actually physically post on here? Its the same old names over and over. Also, as with all sales you hardly ever hear from the people who are satisfied with their purchase or the service they receive, the noise is always from the small few who feel disgruntled or hard done by etc.
Face it, none of us have any clue about a company like KnC's true customer base, but I do remember that when I met Sam he didn't consider this forum to be of much interest in terms of where his sales come from. That might be hard for the egos of some to take in, but its probably true to a large extent.