Would appear that is correct. I got an eMail today on my 2022.So if they can't screen out problematic modules, that means even the US packs should have full replacement.
Parts to repair your vehicle are not currently available, but when parts are available, your dealer will replace the lithium ion battery modules in your vehicle with new lithium ion battery modules. This service will be performed for you at no charge.
We are working as quickly as possible to correct this condition. When parts are available, we will send you another letter asking you to take your vehicle to your dealer to have your vehicle serviced. You can also check the status of this recall at my.gm.com/recalls.