1) Microcode updates are visible and Spectre fixes are hard to hide: most have performance impacts and most require coordination from the kernel to enable or make effective (which are visible for Linux). There have been a large number of microcode changes tied to published attacks and corresponding fixes, but no corresponding "mystery" updates and hidden kernel fixes to my knowledge which have a similar shape to Spectre fixes.
It's possible they could wait to try to bundle these fixes into a microcode update that arrives for another reason, but the performance impacts and kernel-side changes are harder to hide.
2) If this were the case, we'd expect independent researches to be at least in part re-discovering these attacks, rather than finding completely new ones. This would lead to a case where an attack was already resolved in a release microcode version. To my knowledge this hasn't really happened.
What's left are the attack vectors that Intel's greatest minds didn't discover.
This seems to be much less likely than the conclusion that vendors are not in fact fixing many prior to the release and then stopping "cold turkey" after that. Especially since these attacks seem to cross chip versions, in many cases 6+ generations of chips: if vendors had substantial and increasing efforts on new chip versions they'd also be catching issues that applied to old released chips as well. We don't see that happening.
You could spend arbitrary amounts of time looking for these bugs and find nothing. Simpler and easier to offer a bounty or something and fix it then. If no one publicly finds the bug it doesn't matter to the mfg (and it wouldn't surprise me if there's truth to your supposition that they know about the bug but wait to fix until someone reports it - no public backlash so long as the bug is unknown)
Fixing bugs prior to release seems easy and free, though, especially since many more eyes would also be on the "new" in progress architecture, and proper hardware mitigations that don't cost a lot of performance can be made.
Granted that human nature tends to mean these factors don't have a high enough weight, e.g. it's not the safest airplanes that sell the most, it's the cheapest ones that meet the regulations, and the regulations drive safety improvements, for the most part
Remember that this particular bug isn't actually present on the newest chips either - and 12th/13th gen were shipping before Intel was informed of this bug - so it was fixed eventually, probably incidentally as a result of design changes.
The unknown factor is how much additional money you'd have to invest to gain additional security, given how esoteric many of these bugs are.
None of which is easy to do without the public at large figuring out what happend.
Conclusion: That is highly unlikely to have ever happened. Therefore, this isn't survivor bias and it really is bizarre that chip vendors (or, at least, Intel) doesn't look for this stuff or at least didn't find this.
i mean meltdown didn't exactly crater intel's sales
Also you’re dealing with a company that has been running to stand still for a long time. There’s been a lot of pressure to meet numbers that they simply cannot keep up with. At some point people cheat, unconsciously or consciously, to achieve the impossible.
I'm not just talking about Intel, but also Arm and AMD. As far as I know none of these has obviously been making proactive Spectre fixes.
Eventually a foreign adversary or domestic hacker finds one that can cause a lot of harm. As soon as they find one a DOD funded student simultaneously discovers it. Alternatively, if documents leak showing how these exploits could happen, same scenario.
Not to say all bugs are known, but I'd imagine a fair deal of them certainly are.