People familiar with the situation claim a RAM shortage might derail Sony's hardware plans.

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Sony may delay its next-generation PlayStation console launch to 2028 or 2029 due to a RAM shortage driven by AI technology investment. Nintendo is also considering price increases for the Switch 2 in response to component shortages and rising prices. Industry executives across consumer electronics warn that the memory chip shortage will impact profitability, with analysts predicting prices will become "parabolic" as manufacturers prioritize higher-margin AI applications over gaming hardware.

Report: Sony could delay the next PlayStation until 2028 or 2029