i was referring to physical games as a whole and not necessarily tied to Playstation games or their discs.

They’ve been transitioning this specific manufacturing division since 2024. It can’t be a “double down” because they’re not going to revert two years of already re-trained staff and re-purposed equipment because of online forum talk.

Messages to shareholders like this is pretty standard. They’re basically saying:

• decision is final
• components manufacturing is more lucrative than disc manufacturing
• we will distribute our IP

So they’re hedging their bets on what their future could be. If they lose out on gaming they’ll make back on microlenses.