No, it goes beyond component constraints, why are numerous ali express able to ship these out but not Giles? I said this earlier in a thread. I had to deal with a similar situation, where someone used excuses to string me along and I finally had to take him to court.Classic case of not enough supply to meet demand, but lack of communication that makes matters 10x worse.
Maybe if he came on to update - any update - it would save him some sales, and some rep.
Promises of future deliveries and impending shipments can be the M.O. of someone who just wants to collect the money and run. This may not be Giles, but the longer this has gone on the more likely its looking like fraud. I mean there are people here in this thread who were waiting since april. That goes beyond waiting for a shipment of nand chips.