The NRE to make the change is at least $100,000 (probably closer to $500,000--but I'm spitballing here). And that is up front cash.
Those changes are really small. So, lets assume a penny saved.
It would take you 10 million chips to make that back.
The total run was 25 million? or so--and nobody expected that.
If the NRE was $500K at a penny saved, you never make it back.
Even at a nickel (which is probably a huge savings), again it would take a 10 million chips to make it back.
Given the oddity that this is, I bet that this was a failed batch of chips that was just enough damaged to be really cheap but not so damaged as to be useless.