Overview
- Tom Henderson of Insider Gaming reports that Sony and Microsoft are discussing whether to move planned 2027–2028 launches to a later window due to RAM pricing and availability.
- RAM module costs have jumped by several hundred percent as suppliers prioritize AI and data‑center customers, tightening supply for consumer electronics and consoles.
- Micron plans to exit the consumer RAM market in 2026, a shift widely reported to remove a substantial share of retail supply and intensify pressure on console bill of materials.
- The reporting warns that sticking to current timelines could force unusually high launch prices for next‑generation hardware, with additional PS5 and Xbox price increases possible in 2026.
- No platform holder has confirmed a delay, and some insiders caution it may be too early to judge 2027 manufacturing plans as memory producers race to expand capacity.