Overview
- Nintendo is monitoring volatile memory prices driven by AI data‑center demand, noting no current impact on earnings but warning the situation could affect profitability if it persists.
- The company projected a negative impact of several tens of billions of yen from U.S. tariffs at the start of the fiscal year and recorded a corresponding hit in the first half, with a policy to pass such costs to prices where possible.
- Switch 2 availability has stabilized globally, with Japan still needing more time to meet demand.
- Furukawa declined to discuss potential future price increases, though Nintendo previously adjusted accessory pricing and raised U.S. prices on original Switch models in 2025 due to market conditions.
- Nintendo plans to ramp up software output in 2026 with new entries in popular series and new titles, and it is expanding film efforts focused on character exposure with Zelda movie updates to be shared gradually.