Perhaps you are right, no one argues with this, it's just that VSF supplies conditions are still different from the factories that were not affected by raids.
At the moment, there is no situation when all TDs receive any models of the current (pre-raid) assortment, according to typical terms, with the possibility of replacing a watch that is not suitable for QC, with the order of individual parts, not to mention new prices. And of course, without systematic releases of new models. There is no need to mention watches sold as VSF with old parts, or hybrids with parts from other factories.
We are not talking about "factory operation" in terms of a formal definition, but we regularly get confirmation that the VSF does not fulfill the usual conditions that we saw before (before the raids), and according to which the factories that were not affected by the raids work.
I repeat, perhaps this is a new reality of the form of their interaction, but we draw conclusions from what we see in practice, and not hear from different sources.