Sony Confirms Secure PS5 Memory Supply Amid AI-Driven Shortages

Sony has assured investors that its memory supply for the PlayStation 5 (PS5) is secure, enabling the company to meet its sales targets for the fiscal year ending April 2027. This statement comes amidst a global memory shortage exacerbated by high demand from the artificial intelligence industry.

In its latest financial report, Sony stated, "Due to the impact of memory market conditions on PlayStation 5 hardware, we have secured the amount of memory necessary to meet projected sales volumes for fiscal year 2026." The company has not indicated any plans to increase the price of the PS5 in the upcoming year. Analysts anticipate a significant surge in PS5 sales during the holiday season, particularly with the highly anticipated release of Grand Theft Auto 6 on November 19, 2026.

Despite a decline in PS5 unit sales during the first quarter of fiscal year 2026, dropping to 1.6 million units from 2.5 million in the same period last year, Sony's financial performance showed resilience. This downturn follows a similar trend in the previous quarter, potentially influenced by price hikes due to U.S. import tariffs and the console's sixth year on the market. Cumulatively, Sony has shipped 95.3 million PS5 units since its launch in 2020.

Interestingly, Sony generated more revenue and saw a substantial 37 percent year-on-year increase in profits, reaching 54.1 billion yen (approximately Rp6.1 trillion). While sales of third-party games rose, shipments of games from Sony's internal studios decreased. However, the number of monthly active PlayStation users grew by two million, reaching a total of 125 million.

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Due to the impact of memory market conditions on PlayStation 5 hardware, we have secured the amount of memory necessary to meet projected sales volumes for fiscal year 2026.