
Chip costs cloud Nintendo’s Switch 2 hopes as stock slides
Nintendo’s stock has fallen about 45% as higher memory-chip prices threaten Switch 2 margins and possible price increases, even as the console shows momentum. By December, Switch 2 sales reached 17.4 million, nearly matching the original’s 17.8 million in its first 13 months, with Pokémon Pokopia posting 2.2 million in four days. Analysts warn memory-supply tightness could persist into 2028, prompting forecast cuts or price hikes, while a June Nintendo Direct and potential Zelda or Mario titles could be crucial to sustaining demand.









