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Sony secures memory supply for PlayStation 5 through 2026
Thursday, February 5, 2026 at 03:54 PM
Sony has secured the minimum necessary supply of memory components to sustain PlayStation 5 production through 2026, mitigating immediate risks from potential memory market shortages.
Context
Sony has secured a critical supply of memory components for the PlayStation 5 through the end of 2026, according to CFO Lin Tao. This strategic move insulates the company from a severe global DRAM shortage fueled by the AI infrastructure boom, which has consumed up to 70% of total production capacity. While competitors like Nintendo face margin pressure that recently triggered share price drops, Sony’s inventory hedge allows for pricing flexibility even as industry-wide memory prices surged nearly 90% in early 2026.
The supply security coincides with Sony raising its full-year net profit forecast to 1.13 trillion yen ($7.2 billion) despite slowing hardware volumes. With memory projected to account for over 35% of console manufacturing costs by 2026, Sony is successfully pivoting toward high-margin software and network services to offset rising component expenses. This inventory buffer ensures the PlayStation 5 remains a stable platform for growth during a period of extreme semiconductor volatility.
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