Sort of. Away from the equator, days are longer in the summer, so one gets more total energy per day during the season when it's hottest. But hour-by-hour, the peak temperature usually happens later in the day (mid-afternoon) than the potential peak solar production (noon).
More pedantically, solar panels actually perform worse when they are hotter: https://www.thegreenage.co.uk/article/the-impact-of-temperat.... The ideal for solar power would be full sun and frigid cold. In the extreme (Andean mountain versus Australian outback) this difference in efficiency might be as large as 50% (+25% for the cold, -25% for the hot).
I agree with you that the "battery" doesn't necessarily need to store electricity, and that pre-cooling some large thermal mass might be better than a traditional battery.
Also, AC can be shifted. When power is cheap, use it to chill a tank of water or block of masonry, then use that coolness to reduce the AC load later. A tank of water can work just like a battery for HVAC.