Sony has announced that it does not expect PlayStation 5 production issues during the remainder of 2026, despite a global memory shortage driven by demand for artificial intelligence infrastructure. In its latest financial report, the company revealed it has already secured the RAM required to meet console sales targets for the current fiscal year, which ends in March 2027.
Sony secures PS5 memory supply.
The component assurance arrives at a crucial moment for the division as it prepares for the November release of Grand Theft Auto VI.
During the announcement of its financial results for the first quarter of fiscal year 2026, Sony directly addressed the impact of the ongoing memory shortage across the electronics market:
“We have secured the amount of memory necessary to meet the projected sales volume of the PlayStation 5 in fiscal year 2026, and there are no changes to our hardware profitability plan, which will remain similar to fiscal year 2025.”
By securing sufficient components through early 2027, the company aims to avoid the supply constraints seen during the early lifecycle of the PS5 during the upcoming peak demand season.
GTA 6 demand and global semiconductor pressures
Rockstar Games’ Grand Theft Auto VI is scheduled to launch in November, with expectations that millions of players on PlayStation 4 and other platforms will transition to the current generation.
Broader Industry Context
AI Infrastructure Surge: Memory manufacturers are prioritizing contracts for AI data centers, reducing component availability for traditional electronics such as computers, smartphones, and consoles.
Industry Delays: Competitors like Apple have confirmed product delivery delays due to difficulties acquiring sufficient memory.
Pricing Landscape: In March 2026, Sony increased PS5 prices in several markets due to rising production costs and global economic conditions. While the current hardware profitability outlook remains unchanged, Sony did not clarify whether further price adjustments might occur if market pressures continue.
Financial forecasts and platform performance
Despite a slowdown in PS5 console sales, Sony revised its overall financial projections upward for the current fiscal year, increasing its annual revenue forecast by 3% and its operating profit estimate by 10%.
Key Figures from April to June 2026:
Quarterly Hardware Sales: Sony sold 1.38 million PS5 units during the quarter, compared to 1.56 million in the same period last year.
Lifetime Sales Milestone: Total PS5 sales reached 95.3 million units since launch. This places the console slightly behind the PS4’s pace at the same lifecycle stage, a gap attributed to past price increases.
Monthly Active Users: Active users on the PlayStation network reached 125 million, an increase of 2 million year-over-year.
Software Trends: Third-party game sales grew year-over-year, while first-party game sales dropped by approximately 900,000 units.
Digital vs. Physical Share: Digital sales share decreased by 1%, reflecting a slight rebound in physical media sales—even following the previous announcement that new disc-based games will cease production starting in 2028.