That's what they said they are doing. They are sending the daughterboards back to Tesla where someone replaces the eMMC and then same board is sent to someone else.
For the whole MCU, I kind of agree. It does feel unjustified that it no longer is accepted at all. Then again, the 600€ core fee they quoted, doesn't sound like the "real" price of MCU1?
However as I said previously, I understand the policy. There's no way to know what damage has been done by simply opening the MCU case. "Latent ESD defect" is the problem, as explained here:
What is ESD and what damages can it cause?
"A latent defect can occur when an ESD sensitive item is exposed to an ESD event and is partially degraded. It may continue to perform its intended function, so may not be detected by normal inspection. However, intermittent or permanent failures may occur at a later time."
Especially if you consider MCU. "Intermittent failures" like random reboots might be the key reason why customer has decided to upgrade to MCU2...