ASRock's low power dilemma

We're hearing that ASRock's Gemini Lake Refresh motherboards, including the eagerly awaited J5040-ITX, have been postponed to later this year. This could mean that Intel is experiencing shortage again, or that the boards are cancelled because the next gen Atom (Tremont) is being rushed through. Such a scenario is a strong possibility according this internal Compal report (PDF).

Special thanks to @momomo_us