Nah.
That would be true if MS accidentally added 40K to their AMD shopping cart when they actually wanted to order 80K. They ordered 40K
because that's the demand they foresaw, and they were right as is evident by the down-trending scalper prices on Ebay (XSX down to
~$600-$700 and XSS down to
$340* -- $400 with a $60 controller bundled in) and the fact that XSX and XSS are easily available off the shelf in many regions and countries.
Now, what would have happened if MS purchased 80K wafers and produced as much as Sony did? Supply would have likely exceeded demand, and you want a little bit of shortage to keep up the hype.
Wafers don't matter in this case because MS deliberately ordered 40K wafers because that's the demand they (accurately) forecasted.