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Nintendo bleeds $14 billion market cap over worries about DRAM shortages and price increases (12GB of RAM modules for Switch 2 have gone up by 41%)

P/E around 40 for the trailing twelve months

Nintendo faces potential supply chain issues and rising component costs

Switch 2 has seen early discounts in some European countries.

BF: PS5 outsold Switch 2 3:1 in Europe and 2:1 in North America

Switch 1 sales have crawled to a halt in Europe in North America


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zedinen said:
P/E around 40 for the trailing twelve months

Nintendo faces potential supply chain issues and rising component costs

Switch 2 has seen early discounts in some European countries.

BF: PS5 outsold Switch 2 3:1 in Europe and 2:1 in North America

Switch 1 sales have crawled to a halt in Europe in North America


39.jpg
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Proper mainline mario and zelda game(and from my personal selfish reasons monolith soft jrpg;p) and switch2 will sell like hotcakes for years to come even if ninny bumbs its price by 50 or even 100 bucks xD
 
PeteBull said:
Proper mainline mario and zelda game(and from my personal selfish reasons monolith soft jrpg;p) and switch2 will sell like hotcakes for years to come even if ninny bumbs its price by 50 or even 100 bucks xD
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I dont see SW2 selling like hotcakes... Im seeeing SW2 selling well (which is bad news for desperate stakeholders and great news to those who like to play the long game - like Nintendo itself, btw)
 
PauloRoberto said:
I dont see SW2 selling like hotcakes... Im seeeing SW2 selling well (which is bad news for desperate stakeholders and great news to those who like to play the long game - like Nintendo itself, btw)
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I agree, and like i said it needs mainline zelda and mario entry to get that big spike in sales.
 
Robb said:
Yeah, this might turn out to be the Ps5/XBS scenario all over again where you pretty much got the best deal on it at launch.
Black And White Vintage GIF
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So glad I was able to snag one a month after launch on marketplace for $350, because I fully expect this will be the trend for the foreseeable future.
 
PeteBull said:
Proper mainline mario and zelda game(and from my personal selfish reasons monolith soft jrpg;p) and switch2 will sell like hotcakes for years to come even if ninny bumbs its price by 50 or even 100 bucks xD
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We still doing this? "Proper" mainline Mario and Zelda combined are not as big as Mario Kart.
 
Ebrietas said:
We still doing this? "Proper" mainline Mario and Zelda combined are not as big as Mario Kart.
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Og switch had those on top of mario kart game, so no reason for switch2 not to have them, switch2 needs more high quality exclusives, and asap, it cant build its sales on multiplats, it has to have exclusive musthave games.

Personally i wont even consider buying one till new monolith soft jrpg shows up(cant be helped, i need it in my veins asap :P ), and hoping by then new mainline zelda and 3d mario platformer is there too.
Mario Odyssey sold 29,84m copies, BotW sits at 33,34m copies for switch, so those are extremly respectable numbers, those games were there for og switch and lack of them is and will be fellt directly for switch2 sales- ppl need and want next entries in those series, its like magnet making ppl buy ninny console no matter its hardware specs nor price.
 
Everyone will bleed the same way but hey, when our jobs will be replaced by AI we won't have money at all so why to care about price hikes?
 
FStubbs said:
Sony: Did we say 160 million? Actually there were 5 million sales in Bangladesh and Indonesia that we never counted. So 165 million.
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Knowing Sony they will count the early PS3 models that featured the EE&GS as actual PS2's sold.

Haint said:
Important to add, the 3 major DRAM manufacturers are a proven and admitted price fixing racket who have declared to international courts under multiple class action lawsuits that they collude to intentionally limit supply to keep prices high, dating back decades. AI just so happens to be the best "excuse" they've ever had by a country mile. And they have all already said, while grinning ear to ear with a shit eating grin, they will not be increasing production capacity.
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Which makes me think they know the AI bubble will burst, why else would you not increase manufacturing capacity?

Beechos said:
Maybe ms deliberately stopped making consoles because they forsaw this coming. They weren't selling much anyways why spend more money producing the same systems no one is buying.
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They've been pushing their cloud steaming for a while, so much so they say Amazon and Google as their main competition.
 
You can't always have luck.
Competition launched new consoles during the pandemic period and faced significant shortages problems while Nintendo was the only one truly profiting form stay at home policies with the Switch.
Now Nintendo is launching a new console in a period with economic bubbles and uncertainties that will force them to choose between profits or raising prices and slowing down adoption.
 
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Sony can eat the ram cost and still keep PS5 relatively cheap, but it's still going to be a shitty next couple of years. I stupidly ignored the signs recently and didn't replace my 16GB for 32GB ram when I had the chance. What would have cost me £70 two months ago is probably £200+ now.
 
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This investment bubble scam is setting itself up to be the most destructive in history. It touches every main tech industry.
 
Drew1440 said:
Which makes me think they know the AI bubble will burst, why else would you not increase manufacturing capacity?
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Because the less they produce, the higher prices they can charge (exponentially so). No capital spent on new fabs, machines, and workers, they'll just charge a 400% price premium for what they already produce. They are an admitted oligopoly that colludes illegally to limit supply to keep prices high, decades before AI was even a thing.
 
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Stock shows +49.13% for the year, +8.92% for the 6 months, -0,40% for the month and +12.09% for the week for me. Not updated maybe. But yeah, doomed.

SONY does show -5.43% for the week for me, -11.43% for the month, +1.48% for the 6 months and +22.49% for the year. Chads.
 
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Dirk Benedict said:
If anyone who hasn't got hardware in 2025. Planning to in 2026 is going to be in for such a rude one.
I'm already seeing budget pcs hit 2000+
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I'm tempted to get a 5090, but the outrageous prices over MSRP give me pause. If I could find it at $2200, I'd probably pull the trigger, but I see $2500 minimum.
 
Gaiff said:
I'm tempted to get a 5090, but the outrageous prices over MSRP give me pause. If I could find it at $2200, I'd probably pull the trigger, but I see $2500 minimum.
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I'm not looking to upgrade for years after getting mine. I just need to make the slow and painful move to am5, but , I dunno. Only doing it because my cpu will bottleneck my gpu in certain games or scenarios. So, performance is left on the table because I am currently on AM4.
 
A part of me is happy to see Nintendo have this. The Switch 2 uses parts that are YEARS old now. This could have easily been launched two years ago.

Their desire to milk the Switch long past its useful life could end up biting them in the ass.

Or maybe it wont.
 
LectureMaster said:
adzk7r.jpg
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aevypj.jpg


Switch and PS5 buyers aren't suffering (yet, if ever) despite the analysts prediction on overall shareholder sentiment. Who says it dropped $14B due to RAM and a possible price hike and not predicted performance?

The effects of the RAM crisis haven't kicked in for the consumer for these consoles but have on PC. I personally think by the time next gen begins we will be OK. Even if we assume this analysts prediction of a price hike and it ending 2028 is true it would be max 1 year into "next gen" meaning just wait a year for price drops. 🤷‍♂️ or they sell very limited supplies again with a great MSRP just like the old chip crisis and early adopters benefit. Who knows, but in the here and now consoles are having a good time keeping costs the same (or even lowering with PS5) yet PC RAM and NAND component costs are already shit.
 
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JohnnyFootball said:
A part of me is happy to see Nintendo have this. The Switch 2 uses parts that are YEARS old now. This could have easily been launched two years ago.

Their desire to milk the Switch long past its useful life could end up biting them in the ass.

Or maybe it wont.
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I mean, this could just lead to a revision sooner rather than later if their older components become economically unviable.
 
Three said:
aevypj.jpg


Switch and PS5 buyers aren't suffering (yet, if ever) despite the analysts prediction on overall shareholder sentiment. Who says it dropped $14B due to RAM and a possible price hike and not predicted performance?

The effects of the RAM crisis haven't kicked in for the consumer for these consoles but have on PC. I personally think by the time next gen begins we will be OK. Even if we assume this analysts prediction of a price hike and it ending 2028 is true it would be max 1 year into "next gen" meaning just wait a year for price drops. 🤷‍♂️ or they sell very limited supplies again with a great MSRP just like the old chip crisis and early adopters benefit. Who knows, but in the here and now consoles are having a good time keeping costs the same (or even lowering with PS5) yet PC RAM and NAND component costs are already shit.
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Smartphones will be affected but consoles won't? Interesting...

TrendForce-predictions-for-RAM-count-in-smartphones.jpg


Over 1 bilion smartphones are sold each year. They can reduce capacity, Sony and Nintendo can't do that, that means price increases.
 
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Heimdall_Xtreme said:
That's what happens when you're too greedy. And their biggest failing is the implementation of keycards.
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As much as I hate the idea of key cards. Expect this to be the defacto in place of real cartridges because of RAM shortages.

Im starting to wonder if this wasn't motivated by greed and rather Nintendo had some foresite or foreknowledge that RAM shortages would be a thing.
 
Hmm, if an significant price increase is incoming my planned purchase of the Switch² in 2026 might get postponed.

I will not do any prematuee purchases based on fear that the tech industry will fuck itself over.
"Que Sera, Sera"
 
Although i dont game on consoles, it would suck if this goes on for longer than people think, and the next gen consoles come with less ram than expected.
I'm sure most on here would prefer paying more the console than a bit less with less ram if you get me.
 
Bojji said:
Smartphones will be affected but consoles won't? Interesting...

TrendForce-predictions-for-RAM-count-in-smartphones.jpg


Over 1 bilion smartphones are sold each year. They can reduce capacity, Sony and Nintendo can't do that, that means price increases.
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What I said wasn't complicated. Consoles haven't been affected so far I said.

I didn't say they wouldn't be affected I said "yet" with an "if ever" and an explanation for specific "next gen" hardware. Yes, the 2 consoles I mentioned are less affected than smartphones are. Some Smartphone manufacturers have begun raising prices. They don't make price sensitive loss leading products either with income based on software sales. Smartphone manufacturer margins and revenue would collapse if they don't sell enough high margin hardware, console manufacturers can delay install base growth while keeping software profit on old gen and "next gen" prices low just like they did during chip shortages (scalpers not withstanding). Whether they do this or not though I said is unknown.
 
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Braag said:
Samsung, SK Hynix and Micron, the only three major DRAM producers are being paid so much by AI companies that they have essentially stopped producing consumer level RAM and are only producing RAM for AI data centers (HBM, High Bandwidth Memory).
Everything from cars, phones, consoles, computers and other such products will all eventually start having supply problems and the prices will inevitably sky rocket.
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Yet another reason to look upon AI as the coming of the apocalypse. This can't possibly end well.
 
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