| CosmicSex said: As stated, Sony has revealed that they have stockpiled ram and are good for the next ficsal at minimum levels. This would infer that we can get an idea for the stockpile based on their PS5 shipment projections for the next Fiscal Year (minimum levels). From this we can also infer that their should not be any price increase related to memory costs. Smart move on their part. No other way to say it. |
Sony does not "stockpile memory". Memory goes from the manufacturer to the assembly plants, by preset times and amounts (also called "Just in Time production". Of course Sony had ordered enough memory chips for this fiscal year (probably around 2023 or 2024).
Now memory contracts (or any chip contracts) are very complex structures. They almost invariably contain options for the manufacturer to raise agreed-upon prices at certain preset dates for whatever technical reasons there might be. Of course, whether the manufacturer has drawn the option(s) only Sony knows. "The AI people want our memory more than you" is NOT a legal reason to draw an option (and would likely result in massive fines).
What this all means for memory prices paid by Sony for this fy consoles is anyone's guess. My guess is not much for this year but maybe real problems for 2027 onwards. Also XBox has cratered so much that they actually might have surplus memory chips due to much lower production numbers than planed.
