Well the MLID theory could still hold true. Right now the rumors are that its a Samsung 8NM issue, and not a memory issue. So, for all we know Nvidia is hoarding all the memory modules, problem would be they dont have enough GPU's from Samsung to put the memory on.
But those circumstances doesn't really add up, do they? If they had plenty of GDDR6x memory modules but way too few GPUs, they would surely push the 20 GB models forward and make some nice profit right now when people will pay anything to get a 3080 variant. This smell like a big nVidia fumble, we just dont know what it is yet.
Look, I'm firm on my Asus RTX 3080 TUF OC preorder, so I'm not against the 3080 per se, but there is definitely something forced about this launch. And I don't think Jensen is happy about it, although it was surely himself pushing this to the brink, knowing how he hates to lose.