> Our goal of shipping all three products in the first half of the year has not changed.

This goal was previously stated as "early 2026". I think they're retconning a bit here.

That said, they're in a very tough situation. Most other manufacturers are either: hedged, have long term supply contracts, past their peak sales, or haven't announced a product yet. Valve are in a particularly awkward spot having announced and (implicitly) extent set expectations about pricing, while likely not having all the contracts finalised to meet that pricing.