As the Asian stock currencies started the week, HTC took a big fall of 6.9%, the large drop since January 27th. Apple Daily (no relation to Apple, Inc) reported about the delay in their paper, though being a Hong Kong daily, sourcing it is pretty difficult. Specifically, it says "Apple Daily reported the company may face a delay in shipments of the Windows Phone 7." No other details given.
Bloomberg goes on to mention that "Chief Financial Officer Cheng Hui-ming and Maggie Cheng, a public relations representative, didn’t answer calls to their mobile phones..." regarding the news.
We're not really sure what delay they are reffering to, nor why Windows Phone 7 was called out. There have been reports that the HTC Desire HD and Z may be delayed due to testing, but this is the first we've heard of Windows Phone 7 in the mix. We're not sure if this is a "HTC is shipping devices late" or "HTC can't sell devices because Microsoft tooking longer than usual" type situation. We'll keep an ear out for any more info.
Update: This may have something to do with a bug with the HD7's proximity sensor, which resulted in the screen sometimes not shutting off. Read more here at ZDNet.co.uk. Thanks, BCH, for the tip!