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Finance May 12, 2026 1 min read

Nintendo (7974.T) fell roughly 8% after the company raised Switch 2 prices and cut its annual console sales forecast, citing a deepening memory chip supply crisis. The twin headwinds — higher component costs from the AI-driven NAND/DRAM demand surge compounded by Iran-Hormuz supply-chain disruption — squeezed Nintendo's hardware economics ahead of the Switch 2 launch.