I haven't been following this dispute, but has it had any effects on miner shipping times?
Yeah, some were lucky, some were not, delays are expected, not sure how much this will affect and for how long but it's clearly no smooth sailing.
Some very 'bad' news on s19 shipmentsAt this point is almost like playing the lottery if you deal with them, and your bet is on your product being in control of the part of the company that still works.
Could both of them actually produce ASICs separately, without working together?
No idea about this, and probably only insiders familiar with the logistic chain and with current knowledge of the financial situation would be able to answer, add on top of this the habit of Jihan to split everything into tens of companies is likely these guys are very few in numbers.