For some reason, there have not been shipments for about 3 weeks. Mine was ordered by my wife on 2/13 and i have been watching the boards over at Amazon since then. I don't know why - but as I said on another post, Chinese New Year was in February and there was speculation that a week or 2 could be lost due to that event. Other speculation is what you mention - manufacture of E-ink.
But it has been 22 days and counting for me and there are people who ordered up to 10 days before me who have not received theirs yet. I considered going to Ebay and paying a little more, but then i decided to be patient and just wait.