Overview
- TrendForce data cited by Bloomberg reports a 41% jump in 128GB RAM costs and an 8% rise in NAND used in Switch 2.
- Nintendo shares have slipped on most December trading days, touching their lowest level since May 2025.
- Bloomberg estimates the company’s market value is down by as much as $14 billion this month.
- Transcend says Samsung and SanDisk delayed flash shipments due to hyperscaler demand, contributing to tighter supply.
- MicroSD Express cards are pricier and harder to find, with analysts noting the higher storage costs are effectively being passed to gamers, as Nintendo pledges near‑term console price stability after raising its sales forecast to 19 million units.