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Missing part has 10,000 cars in production hold

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InsideEVs just posted this “Tesla has 10,000 cars on factory hold.” (rumored to be due to a missing part).

I ordered on 4/6 and still waiting for Mt Kisco NY delivery. My date has slipped to 6/28. (Ugh, NY rebate drops by $1,500 to $500 on July 1- it’s a nail biter).

Very frustrating.
In the same boat as you. Ordered a model Y on 4/10 with Mt. Kisco pickup. Every day the estimated window seems to move further and further. Started with a mid to late May estimate, has now deteriorated to an early June to late June estimate. Meanwhile my trade-in estimate keeps dropping :/

How has it not leaked what the missing part is?!? Not really wild about the service techs doing a slapdash job on whatever this part is.