The reminiscence part disaster threatening to delay the PS6 might not be resolved for one more 10 years, in accordance to Phison CEO Pua Khein-Seng.
The Malaysian government would know, after all: his firm is answerable for varied associated merchandise, together with SSDs, flash drives, and so forth.
Whereas a lot of the dialogue has centred on the hovering costs of RAM due to unprecedented orders from AI firms, it’s additionally starting to hit different kinds of reminiscence, resembling the kinds Phison manufactures.
As a part of a translated interview initially performed in Chinese language, Khein-Seng suggests quite a lot of client electronics firms will exit of enterprise on account of the “lack of reminiscence”.
He predicts manufacturing of smartphones, televisions, and PCs can be considerably diminished. You’ve acquired to think about consoles may also match below that umbrella.
Up to now, Sony’s stated that it has secured sufficient parts to get it by way of 2026, however past that it’s trying just like the Wild West. All of this has sparked rumours suggesting the PS6 could not make its internally meant 2027 launch date anymore.
Khein-Seng used some easy maths to illustrate the issue, utilizing Nvidia’s next-gen Rubin AI GPUs for example. Every of those require 20TB SSDs, so transport tens of thousands and thousands of these would eat up round 20% of 2025’s world NAND manufacturing capability.
That would depart different electronics producers, like Sony, combating for the remaining 80%, pushing costs sky-high.
The worst half about all that is that the manager doesn’t count on any type of enchancment till 2030, and he warns the scarcity might final one other ten years.
Meaning, even when you’re of the opinion Sony ought to delay the PS6, it may very well be affected approach past what you imagine to be a sensible timeline for the next-gen console.
In fact, despite the fact that this all comes from somebody very a lot within the know, it’s nonetheless a prediction. We’re going to want to wait and see how issues shake out, however both approach, it’s not trying good for the PS6.
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