drkohler said:
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. |
While it is true they are okay for 2026... keep in mind that this is based on their minimum levels. This means that if the demand for PS5 exceeds their projections, they could run into an issue sooner which is why they said they are actively negotiating further deals. The thought is that by the time they run out, they would hope that prices come down. Right now, we don't really know whats gonna happen. People are hoping that companies like CXMT can flood the market with cheaper memory and pull down the price but I am not aware of what the ramp up times look like. All we know for sure is that Sony is not in any immediate danger as far as RAM is concerned. Check back towards the end of the year.
Xbox does not have a surplus of memory because we know that they don't have a ton of Xbox's laying around. Stranger still is the revlation that Microsoft actually produced lower than their capacity for years due to subsidizing costs actually eating profits... which is just wild when you think about it.







