Rumor
PlayStation 6 launch timeline potentially delayed by AI-driven semiconductor supply constraints
Monday, February 16, 2026 at 11:14 AM
The launch of the PlayStation 6 may be delayed until 2028 or 2029 as the surge in AI infrastructure demand impacts semiconductor supply chain availability. Separately, Nintendo is evaluating price adjustments for its next-generation console scheduled for 2026.
Context
Sony is reportedly considering pushing the launch of the PlayStation 6 to 2028 or 2029, moving beyond the previously targeted 2027 window. This shift is primarily driven by an "unprecedented" global memory chip shortage as the AI boom continues to monopolize semiconductor resources. Analysts indicate that AI data centers are now consuming up to 70% of global RAM production, causing component costs to surge and forcing Sony to choose between absorbing high manufacturing expenses or extending the PlayStation 5 lifecycle.
Similarly, Nintendo is expected to implement a price hike for the Switch 2 in 2026 to combat rising material costs. While the console launched at $449 in mid-2025, the price of its 12GB RAM modules has since jumped 41%, and storage costs have risen 8%. To maintain margins, Nintendo may discontinue the base $449 unit in favor of forced software bundles starting at $499, reflecting a broader industry trend where AI-driven supply constraints are pushing hardware prices higher.
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