Overview
- Insider Gaming reports, via Tom Henderson, that Sony and Microsoft are debating pushing next-gen releases beyond the previously targeted 2027–2028 window.
- Recent coverage links the squeeze to AI buyers driving DDR5 module prices up by several hundred percent and constraining availability.
- VICE notes Micron will exit the consumer RAM market in 2026, a move that could remove roughly 30% of consumer supply.
- Henderson’s report warns current PS5 and Xbox models could see additional price increases in 2026, with next-gen hardware potentially launching at far higher prices if schedules hold.
- Offering a counterview, Moore’s Law Is Dead says manufacturers are expanding capacity and it is too early to know if mid-2027 production targets will be affected, though a 2026 shortage is expected.