I'm curious if Sony's answer to this will be the plant they are building with TSMC, then. That way they keep a good enough number of orders with the usual plants but can cover the rest of orders with the plant they are co-building with TSMC that, I assume, will mainly be used for manufacturing PlayStation APUs and work in tandem with their other production factory facilities.
Because for a company of Sony's size to keep long-term costs down it's better to try keeping chip manufacturing in-house, in fact that's what they did back in the PS1 days (tho that was also them designing the architecture on their own, not with another company). Would also explain the loan they took out with the Japanese government in that regard.
Meanwhile, a company of Microsoft's size won't have any particular long-term issue with paying higher for priority at the current plants as they are, since that still amounts to only a small financial impact plus their business strategy is diversifying around hardware agnosticism (though, since they ARE paying priority for more Series consoles to be produced, would show the majority of GamePass growth is coming from console sales after all, like I thought even way back when they tried saying 'console sales don't matter'.)
I mean, it's hard not to talk about stock availability when even a couple supposed insiders are claiming its down to MS paying for chip priority, which would affect the stocks. Nothing wrong with that: it's business. But it's also going to inevitably bring up the stock discussion, too.
It's good news for people who wanted a Series X in particular; I'd say the surge is because they're making the more desired of the two Series consoles more readily available as the S has been readily available for a very long time now. That combined with reduced PS5 production (possibly due to not paying for chip priority, because they are finishing construction of their own fab plant with TSMC instead) has been enough to get Xbox numbers ahead of PS5 for the past 2-3 months in North America and parts of Europe.