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GTA 6 上市在即，零售商警告 PS5 與 Xbox 將嚴重缺貨

零售商警告，受 AI 驅動的記憶體晶片短缺等五大因素影響，PS5 與 Xbox Series X S 將在《GTA 6》於 2026 年 11 月 19 日發售前後供不應求。一位匿名的資深遊戲採購向《The Game Business》透露，零售商已被告知無法取得足夠的主機貨源，主因是「硬體零件持續短缺」，而記憶體晶片危機——業界戲稱為『RAMmageddon』——正是背後元兇。

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零售商發出警告，由於五項因素同時發酵，PlayStation 5 與 Xbox Series X|S 將在 2026 年底的購物旺季面臨嚴重缺貨，而《俠盜獵車手 6》（Grand Theft Auto 6）11 月 19 日的上市將是關鍵引爆點。

1. AI 狂潮引發記憶體晶片危機，供應鏈吃緊

本波主機缺貨的根本原因，在於 DRAM 與 NAND 記憶體晶片的結構性短缺，而這背後的最大推手正是 AI 基礎設施的龐大需求。科技巨頭以溢價搶購記憶體晶片，並簽訂多年合約，導致晶片製造商將產能優先分配給這些利潤更高的訂單，排擠了消費性電子產品的供貨。這波被戲稱為「RAMmageddon」的短缺，已推升 DRAM 價格急遽上揚。一名不具名的資深遊戲採購向《The Game Business》表示，零售商已接獲通知，因「零件短缺」，主機到貨量將不足以滿足市場需求，直接點名了這波晶片危機。

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