All articles tagged with #memory chip shortage
Sony plans to grow software and network services revenue by monetizing its PS5 installed base (92.2 million units as of Feb. 5) to offset rising memory costs, noting ongoing supplier negotiations to secure chips while extending the PS5’s lifecycle.
Qualcomm topped Q4 2025 results with EPS of $3.50 and revenue of $12.25B, but issued weak next-quarter guidance of $2.45-$2.65 per share and $10.2B-$11B in revenue, below consensus. Management cited a global memory-chip shortage squeezing smartphone and data-center memory orders, with customers delaying purchases. The stock slid about 10% on the outlook, though analysts still rate the stock a Moderate Buy with an average target near $192.
A memory-chip shortage driven by surging AI data-center demand is lifting storage and memory costs, triggering pricing pressure across devices in 2026. Nothing’s Carl Pei warns of 30%+ price hikes on some models, and Samsung hints at repricing; Dell and HP signaled 15–20% increases in the near term. IDC expects smartphone prices to rise 3–8% and PC prices 4–8%, with global device shipments potentially down about 9%. TrendForce also projects reduced smartphone production, while larger brands may gain share as smaller players struggle.}