Do you have a link to this report?Exactly. That's what I've been saying. There's a new damning report out there right now that Sony has cut production for the current agreed upon term ending in March 2021 by 4M units. 11M is now the projected rate. Which meant they had at some point increased their projected order from 10M to 17M. This is the first I'm hearing about it because they increased from 6M to 10M a few months ago.
The issue they're stating is yield issues. However, a deeper dive into the article says they're having trouble reaching the clock speeds on the GPU. This isn't surprising. I doubt Microsoft is having such issues as they took a more mainstream and conservative approach to clock speeds for the GPU vs. Sony's 2.2+ Ghz.