In my opinion, it is unreasonable to assume it is because of Sigma's production capacity. Sigma as a factory can do limited launch and adjust capacity based on demands, Sigma has launched plenty of L-mount lenses even though it doesn't sell very well, and because of that, they have scale back production on L-mount lenses and some lens you need to backorder from stores but you can still in the waiting list.
Another point to consider is that it is not limited to Sigma, Tamron and Samyang both have licences to sell RF-Mount lenses from Canon, to assume they face capacity as well is also unreasonable. That only means the limitation is on Canon's side.
There may be a chance that Canon and Sigma isn't lying, Canon and Sigma may have clause that state that sigma cannot produce FF lens until xxx date (likely after 10 years RF mount) but the contract signed by Sigma and Canon does not limit Sigma to produce FF lens after said date. I personally think 10 year is a likely timeframe because it gives Canon to recoup and makes plenty of profit from RF Mount R&D and also collect royalty from third party manufacturers. After 10 years time frame, i believe anyone who want to buy a canon brand would have already bought it and it is the time they want to attract more price conscious buyer who only want to use third party lens without them going to other brands.
Once the date is over, Sigma can produce FF lens with its Licence and Canon does not limit Sigma with FF lens production after said date. That said, it is my own prediction, and I hope it are true. However, it is also true that i only need few lenses and those lenses i really wanted I already went Canon brand which means Canon's tactics is working.