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Comment from a different thread:

So after the latest reporting both Nintendo and Sony basically affirmed that there expected yearly shipment is roughly 16 million. It seems that both are constrained by the global RAM and NAND shortages. There is no indication as to whether either will be able to secure additional supply. It is also heavily rumored that 100% of capacity for RAM in 2027 has already been booked. This is the end times lol. Thanks AI.