From what I gather, Tesla normally doesn't assign a VIN until the car is off the line. Which makes me wonder if legally they can't match a car + customer until the car is fully ready to be sold. If my assumption is true that could be why they can't assign these VINs until whatever the issue is gets fixed.
With that said, there's actually some hope in it. Normally you'd have to wait for shipping after getting a VIN. But with this, people may go from end of June ETAs to ready immediately. One can hope anyway