Considerable tension in the video game industry at a point in which it is perhaps not going through its healthiest moment. The last slap that shakes a sector that already balances in a moment of perfect storm is the shortage of DRAM chips, driven primarily by the demands of the artificial intelligence industry and its demands regarding data centers. Valve has already announced that hard times are coming for its warehouses and stocks, and rumors about changes in stock, prices and launches of Switch 2 and Playstation 6 are constant.
The first, the Steam Deck. If you tried to buy a Steam Deck from the United States last week, you would see the ‘Out of stock’ message. Was a disappearance without warning and that affected the 512 GB and 1 TB OLED models (the 256 LCD has not been available for several months). It is something that, at the moment, only affects to Valve’s home country and Canada: In most European countries and some Asian markets it is still available.
With a brief note, Valve has confirmed it from the website: The component crisis due to the demands of the AI market has left the console models that were still available out of stock. And remember that when the LCD 256GB stock runs out, that will be all for that model. At the moment there are no clues about when the missing consoles will be back on sale or if prices will increase.
Delays at Valve. There is another consequence of this component crisis: the delay of the company’s next releases, the Steam Machine, the Steam Frame and the new Steam Controller. In it steam hardware blog The company acknowledged that it was not able to offer prices or launch dates, despite the initial intention to launch them in the first quarter of the year. The launch window was moved from “beginning of 2026″ to “first half of 2026”. As for the price, which remains unknown, the analysts’ first intuitions set it for the Steam Machine between 700 and 800 dollars. Since then, subsequent calculations have skyrocketed beyond a thousand dollars.
Could be, As some analysts commentthat Valve is prioritizing the available memory stock towards the Steam Machine, leaving its laptop on a secondary level, and hence the lack of stock? In any case, the second-hand market rubs his ditto.
The devastating DRAM crisis. The problem behind this shortage is the supply crisis of DRAM, a type of memory present in computers, consoles or smartphones. The three manufacturers that control 90% of production (Samsung, SK Hynix and Micron) have been overwhelmed by demand for artificial intelligence data centers. Some reports speak of something that goes beyond a conventional cyclical shortagewhich points to a necessary reformulation of needs and prices.
The problem is that manufacturing HBM (High Bandwidth Memory), the high-density and extremely high-performance variant that powers the AI centers, makes Samsung and company have to limit DRAM production, and LPDDR5 production, the standard used by devices like the Steam Deck, plummets. Consequence: DRAM prices increased by around 50% throughout 2025, with another 30% increase in the fourth quarter of the year, followed by a further increase of around 20% so far this year. The situation does not seem to be going well finish in the next few months.
Collateral damage 1: PS6. Bloomberg was the one who gave the alarm voice: Citing sources close to Sony, he revealed that the company was thinking of delaying the launch of PS6 until 2028 or 2029. If this last possibility happens, we would be in the longest interval between Playstation generations in history: nine years. Beyond the wait it entails for the players, it also disrupts developers’ plans and projects which, according to most sources, would have planned their launches around 2027.
Technically, and although with PS6 we are in rumor territorythe console would arrive equipped with 30 GB of GDDR7 RAM, fourteen gigabytes more than PS5. At a time when Samsung has sold all its production capacity by 2026 and Micron has confirmed which does not have the capacity for new contracts until 2027, mass manufacturing PS6 is unfeasible. At least with PS5 there is no need to worry: Sony has confirmed which has enough memory to cover its needs for 2026 and 2027, which also guarantees that there will be no price increases.
Collateral Damage 2: Switch 2. The ballot that Nintendo has in its hands is even more problematic, because Switch 2 It is already on the market, but it may have no choice but to raise the price in 2026. Bloomberg reported it in the same PS6 article, also citing people familiar with the crisis. Significantly, Nintendo was one of those responsible for the memory supply during 2025 being strained: its splendid launch and sales are, in part, responsible for the current situation.
According to different sourcesNintendo would currently be paying 41% more for the 12 GB of RAM that is in each Switch 2 unit, compared to the cost anticipated in its original projections. Maintain current price would suppose a loss of $50 per unit sold during 2026: a drain (the console has already sold almost 18 million units) that not even the Japanese giant can afford. At the moment there are no official decisions, but the president of Nintendo recognized that “the current memory market is very volatile”: in the presentation of results admitted that the increase in component prices “exceeds our expectations”, although also that the company has accumulated inventory and closed long-term supply agreements.
Nobody escapes. We have before us the three great sectors of the world gaming: PC, home console and hybrid consoles. All three have the same problem, and it cuts across the most powerful companies, which tells us not about a specific crisis, but about one that has structural overtones, and that goes beyond the video game sector. For example, PC users are already facing price increases or manufacturers like Dell and Lenovo considering reducing the RAM of your laptops mid-range. A problem that goes far beyond video games but that is leaving the industry unrecognizable.
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