At a time when the memory crisis is squeezing hardware manufacturers across the industry, companies are finding it difficult to reassure buyers and investors. Sony, at least, has confirmed that it has secured enough memory to meet its PS5 sales targets through March 2027. The confirmation came in Sony's Q1 FY26 earnings report, alongside a set of results that paint a complicated picture for PlayStation.
"Regarding the impact of memory market conditions on PlayStation 5 hardware, we have secured the quantity of memory necessary to meet our projected sales volume for FY26, and there is no change to our plan for hardware profitability for FY26 to remain similar to FY25," the company stated.

The wording also suggests that no further PS5 price increases are likely before March 2027. The PS5 has already seen significant price hikes this year, with the base model now sitting at $599.99, a $200 increase over its launch price nearly six years ago. Microsoft is raising Xbox prices again in August, Nintendo is implementing global price increases in September, and NVIDIA GPUs are reportedly facing another hike of up to 30% as AI hardware demand continues to pull memory supply away from consumer products.
The timing also matters because GTA 6 launches on November 19, exclusively on PS5 and Xbox Series consoles at launch, with no day-one PC release. That is expected to drive a strong wave of console purchases. Sony also has Marvel's Wolverine due in September and God of War: Laufey in February, two major exclusives that could drive PS5 demand well into the next calendar year.

Another detail buried in the financials is Sony's mention that profit would be negatively impacted by "adjustments to the FY26 first-party title roadmap." This suggests that at least one first-party game originally planned for release before March 31, 2027, has been delayed. Sony has not confirmed which title this refers to.

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That being said, Sony's memory supply assurance covers only the current fiscal year. For the PS6, this means the console will be entering a market where component costs are still rising, AI demand shows no signs of easing supply constraints, and console pricing has already pushed buyers toward the limits.






