According to insider Kepler L2, the possible delay is not due to AMD's problems, but rather Microsoft's software and publishing strategy. The company allegedly wants to wait for the release of a major game that will be a launch exclusive for Project Helix.
The Elder Scrolls VI, one of Bethesda's most anticipated games, is suitable for this role. Its release simultaneously with the new console could be a significant reason for purchase. There is no confirmation of such a strategy, and this is just one of the possible scenarios.
Microsoft once again emphasizes the importance of major games capable of attracting buyers, especially if the new console turns out to be expensive. At the same time, the company is increasingly releasing its projects on PC, which complicates the exclusive strategy.
Project Helix currently has no official release date or confirmed launch games. If the console does indeed appear in late 2028, Microsoft may need a high-profile release.