First, Sony hiked PlayStation console prices, blaming “continued pressures in the global economic landscape.” Now, Sony Japan is warning that the global memory shortage has become severe enough to force a temporary halt to new orders for memory cards, as supply can no longer keep up with production needs.
“Due to the global shortage of semiconductors (memory) and other factors, it is anticipated that supply will not meet demand for CFexpress memory cards and SD memory cards for the foreseeable future,” Sony wrote in a press release.
Sony explained that, due to the memory shortage, it has “decided to temporarily suspend the acceptance of orders from our authorized dealers and from customers at the Sony Store.”
The suspension covers Sony’s CFexpress Type A cards in 240GB, 480GB, 960GB, and 1.92TB sizes, as well as CFexpress Type B cards in 240GB and 480GB. It also affects Sony’s high-end SDXC/SDHC lineup, including 64GB, 128GB, and 256GB TOUGH models, as well as SF-M and SF-E series cards ranging from 64GB to 512GB.
What this suggests is that even some of the largest consumer electronics companies are not immune to the global memory shortage, which is rippling across the world due to surging demand from data centers.
In February, TrendForce raised its Q1 2026 DRAM contract price forecast to 90%-95% quarter-over-quarter, while forecasting NAND flash prices would jump 55%-60% over the same period. Phison’s CEO warned the NAND shortage could force some consumer electronics companies to shutter production lines this year.
Last week, Sony was forced to raise prices on PlayStation consoles, which infuriated some gamers.
“Hot take but I think things should get cheaper the more old that they are, crazy idea,” one X user said.
We told readers in late January: “If you want to buy any consumer goods, PCs, or smartphones … do it now, as it is for sure all the prices will be increased. Take an average PC, for example. The ratio of memory chips in the BoM [bill of materials] cost has increased from some 15% to almost 40%.”
There is hope: We detailed last week that “Google’s DeepSeek Moment,” introducing TurboQuant, sent memory stocks spiraling lower because its compression algorithm for large language models and vector search engines shrinks the amount of memory needed (report here).
* * * With all this creatine malarkey, don’t forget about SURVIVAL
