Overview
- - A Bloomberg-cited surge in NAND pricing tied to AI datacenter demand pushed flash costs up more than 30% last quarter and is forecast to jump as much as 90% this quarter.
- - The Switch 2 ships with 256GB of internal storage, and modern titles often exceed 50–75GB, with Final Fantasy VII Rebirth around 102.5GB—roughly 40% of the console’s capacity.
- - Required microSD Express expansion has become pricier, with a 256GB Nextorage card now about ¥13,350 (around $85), roughly 30% higher than at launch.
- - Software purchasing has slowed versus the original Switch, with Bloomberg calculating an average 2.18 games per Switch 2 compared with 3.88 at a similar 17 million–unit milestone.
- - Nintendo is negotiating with suppliers and offering Nintendo-branded Samsung-made microSD Express cards and retailer concessions to blunt costs, while analysts warn of pressure on margins and potential third‑party pullback.