Cant have a true picture until you can freely buy all consoles. Which won't happen this year it seems.
It may be a lot longer than that.
Even if some chip manufacturers talk about an easing of availability from 2H 2022, the manufacturers for PCBs and substrates @ATS_AG and #Unimicron still see no possibility that demand can be met until 2026/27. The Ajinomoto build-up films (ABF) have a special role to play. pic.twitter.com/b2L4rARQGi
— Andreas Schilling (@aschilling) December 23, 2021
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