This broke in 51dcb292cc002, "[lld-link] diagnose undefined symbols before LTO when possible" (very soon after the 9.0 branch, so luckily the 9.0 release is unaffected).
The code for loading objects we believe might be needed for autoimport (loadMinGWAutomaticImports()) does run before the new reportUnresolvable() function, but it had a condition to only operate on symbols from regular object files. This condition came from resolveRemainingUndefines(), but as loadMinGWAutomaticImports() now has to operate before the LTO, it has to operate on undefineds from LTO objects as well.