Agreed! I know it's not popular opinion, but my theory has been the current hold has more to do with the FSD/Autopilot change over to 100% visual, than the chip issues.
My interpretation of what Musk said on the Q1 earnings call was that they already dealt with the chip issue in Q1. But definitely could be a misunderstanding on my part.
If they do go full visual, and intend on announcing it at MS event, does help explain Teslas radio silence about the whole thing. Not that they're great at communication otherwise