Yeah, I also thought their takes on mid-get consoles were really short sighted. This console is supposedly not coming out for another year and they're looking at today's game and tech, not forwards. No consideration for what AMD may have but have not yet revealed, no consideration for any bespoke hardware that Microsoft and Sony might want to drop in mid-gen.
We've seen games like Plague's Tale 2, Gotham Knights and the Matrix demo only run at 30fps on PS5 and Series X. The DF team made the point that games are running fine in the same breath as pointing out many games are cross-gen, which is why the current gen versions are probably fine. Not a single DF person spoke about developers making their second game for current gen consoles and thought to wonder about issues challenging developers now.
The economics of semiconductors isn't following its traditional cost reduction path. In 2020, the cost of a 5nm wafer from TSMC was estimated at $17K, it was $16K at the end of 2022. For 7nm the price per wafer was $9300 for 2020 but is now at $10K. If those estimates are true, it means any cost savings is mostly coming from yield improvements. 3nm is estimated at $20K with roughly a 2.34x density improvement over 7nm.
There seems to be no indication that the situation will improve going forward.
You are getting a 1.8X improvement in density for a 60% increase in cost or a 2.34X improvement for twice the cost. That doesn't account for any effect that may incur from moving from a more mature node to a new node in terms of yield. Nor does that take account of the lower production volumes that we typically see with premium or pro SKUs.
If either MS or Sony is planning for a pro model, they don't have a lot of transistors to play with if they decide to stay anywhere near the $500 price point.
My thought is that it's possible that the Pro rumors come from both Sony and MS having designs on deck just in case the other decides to release a new SKU. MS had an option for a lower performant version of the One X before it finally decided to release later than the PS4 Pro. So there may be Pro designs on paper somewhere.