AI infrastructure expansion is driving a new boom cycle in DRAM and NAND prices, with PC DRAM up nearly 100% and SSDs up 40% in 2025, with further increases expected in 2026. Console manufacturers like Sony and Nintendo face squeezed hardware margins but can offset losses through software, services, and subscription price
Table of contents
Hardware margins will be squeezedConsole manufacturers are best placed to offset hardware inflationPC vendors have less wriggle room, but games publishers can adaptThe attach rates of Switch 2 software may be affectedDevelopers will be forced to take action to control server costsA pricing reversal remains unlikelySort: