NuAxiSemiconductor trade intelligence
Sony considering PlayStation 6 delay to 2029, while Nintendo could hike Switch 2 price, according to report — memory and storage chip shortage now impacting products outside of RAM, storage, and GPUs
What happened
A memory and storage chip shortage, driven by data center/AI demand, is causing Micron, Samsung, and SK hynix to reduce consumer output, leading to higher spot and contract prices. This supply constraint is forcing Sony to consider delaying the PlayStation 6 to 2028/2029 and Nintendo to contemplate a Switch 2 price hike. Bullish: The confirmed supply shift from consumer to high-margin data center segments tightens availability and supports higher memory prices.
Impact and signal
High impactImpact score: 88/100
Affected components and suppliers
DRAMNAND Flash
shortageprice-hikeconsumer-electronicscapacity-reduction
Source and time
Source: Tom's Hardware · 2/17/2026 · View original source
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