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Memory Prices

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Nintendo hikes Switch 2 price, citing persistent component costs
business11 days ago

Nintendo hikes Switch 2 price, citing persistent component costs

Nintendo says the Switch 2 price increase reflects persistent memory and component costs that are not expected to fall soon, aiming to protect profitability and support long-term platform growth. The price in Europe rises from €470 to €500 (US$450–$500), with UK pricing left to retailers. The company notes a strong first year of sales and plans to expand the installed base through new titles, while warning that costs could impact the near term and next year as well.

via Eurogamer|
#business#earnings-call#memory-prices
Hynix rides AI boom to record Q1 profits on rising memory prices
business1 month ago

Hynix rides AI boom to record Q1 profits on rising memory prices

SK Hynix posted a record first‑quarter with revenue of 52.58 trillion won and operating profit of 37.61 trillion won, driven by soaring memory prices and strong AI demand, with a 72% operating margin and revenue nearly tripling year over year. The results beat profit expectations but missed revenue forecasts, underscoring robust HBM/DRAM demand for AI infrastructure. The company plans about 19 trillion won in new capacity in South Korea as it faces ongoing capacity constraints, while maintaining supplier diversification to mitigate potential supply disruptions amid geopolitical risk. Samsung remains a DRAM competitor, but SK Hynix continues to lead in HBM.

via CNBC|
#ai-demand#business#dram
Cease-Fire Sparks a Memory-Stock Rally
markets1 month ago

Cease-Fire Sparks a Memory-Stock Rally

Micron Technology and peers jumped on news of a U.S.-Iran cease-fire as UBS analysts forecast memory prices to stay elevated into late 2027. DDR memory rose about 95% and NAND up ~80% in Q1, with further Q2 gains of roughly 37% and 40% expected, supported by potential long-term supply agreements that could stabilize prices amid steady demand for AI infrastructure.

via Barron's|
#cease-fire#markets#memory
Apple to Gain Market Share as 2026 Smartphone Slump Hits IDC Forecast
business2 months ago

Apple to Gain Market Share as 2026 Smartphone Slump Hits IDC Forecast

IDC forecasts the global smartphone market will fall 12.9% in 2026 to about 1.12 billion shipments due to rising memory chip prices, marking a record decline, but Apple and Samsung are expected to gain market share. The average selling price is seen rising about 14% to $523 as manufacturers push higher-margin models, with low-end Androids most affected. Apple recently posted a strong December quarter with iPhone revenue up about 23%, and analysts’ consensus on AAPL remains a Moderate Buy with roughly 12.7% upside to around $307.55.

via TipRanks|
#aapl#business#idc
Nintendo flags memory-cost risk to Switch 2 profitability next fiscal year
business3 months ago

Nintendo flags memory-cost risk to Switch 2 profitability next fiscal year

Nintendo president Shuntaro Furukawa said memory-price rises have not yet hit Switch 2 profitability in the latest quarter, but warned the trend could pressure margins if it extends into the next fiscal year. The company is securing memory supplies long-term, has not decided on a hardware price change, and plans to grow the installed base while holding higher-than-usual inventory to guard against potential supply disruptions.

via Eurogamer|
#business#memory-prices#nintendo
Memory costs cloud Switch 2 pricing doubts as Nintendo reports mixed sales
business3 months ago

Memory costs cloud Switch 2 pricing doubts as Nintendo reports mixed sales

Nintendo CEO Shuntaro Furukawa said rising memory costs could pressure Switch 2 profitability in the next fiscal year, but near-term hardware profitability has not been hit and no price changes are decided yet. Domestic Switch 2 sales surpassed expectations while overseas performance was slightly weaker, helped by new holiday titles like Pokemon Legends: Z-A – Nintendo Switch 2 Edition and Kirby Air Riders.

via Nintendo Everything|
#business#furukawa#hardware-sales
Nintendo Weighs Switch 2 Price Hike as Memory Costs Rise
business3 months ago

Nintendo Weighs Switch 2 Price Hike as Memory Costs Rise

Nintendo reports strong Switch 2 demand with 17.37 million units sold since June 2025 and a forecast of 19 million for the year, but president Shuntaro Furukawa says a price increase is being “carefully considered” after reviewing platform adoption, sales trends, costs, profitability and market conditions. Rising memory prices could pressure profits in the next fiscal year, though there are no immediate risks for the current year. Nintendo will monitor the situation and provide updates as needed.

via Nintendo Life|
#business#memory-prices#nintendo
Nintendo sticks with Switch 2 forecast as Q3 profits climb
business3 months ago

Nintendo sticks with Switch 2 forecast as Q3 profits climb

Nintendo kept its full-year Switch 2 sales forecast at 19 million units for the year ending March 2026 after a fiscal Q3 where revenue rose 86% year over year to 806.32 billion yen and net profit rose 24% to 159.93 billion yen (above consensus on profit). The Switch 2 has sold 17.37 million units so far, including 7 million in the December quarter, with Mario Kart World and Donkey Kong Bananza driving demand; upcoming titles Mario Tennis Fever (Feb) and Pokémon Pokopia (Mar) and a Super Mario Galaxy movie (Apr) are aimed at sustaining momentum. Investors remain wary of potential memory-price headwinds that could hit profitability, though Nintendo says pricing and bundles could offset higher component costs as it targets a broader mass market.

via CNBC|
#business#earnings#forecast
Nintendo Chief Dodges Switch 2 Price Talk as Memory Costs Loom
technology4 months ago

Nintendo Chief Dodges Switch 2 Price Talk as Memory Costs Loom

Nintendo President Shuntaro Furukawa declined to comment on possible Switch 2 price increases, citing that he cannot discuss hypotheticals, while noting that rising memory prices connected to AI chips will not have an immediate impact on Nintendo’s finances. He also confirmed ongoing work on both established franchises and new content, with potential expansion into film and possible anime ventures.

via Nintendo Life|
#ai-chips#furukawa#memory-prices