A CEO On the Record

"Considering that importance, we need to take some action. Otherwise, we cannot survive in this landscape." Those are the words of Sony CEO Hiroko Totoki, speaking to the Wall Street Journal in an interview reported on August 18, 2026, on the subject of memory chips.

Totoki confirmed what industry watchers have suspected for months: Sony still has not set a release date for the PlayStation 6. She pointed to the price and availability of the DRAM and NAND memory that every modern console depends on.

Secured Through 2026, Uncertain After That

According to the report, Sony has secured the memory components it needs for the rest of calendar 2026. Beyond that window, the company has made no commitment. Totoki said memory prices are expected to remain very high through fiscal year 2027, with rising copper costs for printed circuit boards adding further pressure on top of chip pricing.

That four-month horizon is the detail worth sitting with. Sony ranks among the largest single buyers of consumer memory on earth, and even its purchasing scale reaches only a few months into the future with confidence.

The AI Boom Reaches the Console Aisle

The memory shortage itself has been building for over a year, driven by data-center demand for AI training and inference hardware. What changes with Totoki's comments is the source: a company naming the cause on the record, in direct connection with a specific consumer product delay.

Multiple gaming trade outlets, including TheSixthAxis, Yahoo Tech, eXputer, Gamingbible and GosuGamers, independently relayed the same Wall Street Journal interview, all quoting Totoki's statement directly. Until now, the AI-driven memory shortage has largely been discussed as an enterprise and cloud procurement story, with hyperscalers competing for DRAM and NAND to fill server racks. Totoki's comments are the clearest evidence yet that the same shortage has reached consumer hardware roadmaps at the top of the industry. When a company with Sony's scale says it cannot commit to a launch window because of chip supply, the AI buildout's externality has moved from enterprise procurement into consumer electronics.

What EU and UK Hardware Businesses Should Do

For European and UK electronics retailers, hardware resellers, and any business that plans marketing or inventory around a console launch window, the practical takeaway is straightforward: a 2027 PS6 launch is not a safe planning assumption. Totoki's own procurement visibility runs out at the edge of 2026, and pricing pressure is expected to persist through fiscal 2027 regardless of when Sony eventually sets a date.

The consequence reaches further than gaming. Any business in the EU or UK sourcing DRAM or NAND-dependent components, from point-of-sale hardware to embedded systems, laptops and networking equipment, should expect elevated memory pricing to persist longer than earlier forecasts assumed. In euro or pound terms, memory-driven bill-of-materials costs are unlikely to ease meaningfully before 2027 at the earliest. Treat the absence of a fixed PS6 date as itself the operationally relevant fact today.