Memory soars due to AI boom Nintendo, Switch2 profit pressure Stock price falls 20% - Japan Keizai Shimbun

[New York = Katsuyuki Tanimoto] Nintendo's stock price is sluggish, down 20% from its most recent high in August. This is because the price of memory used in the game console "Nintendo Switch 2" has risen by 40% due to the artificial intelligence (AI) boom, and there are concerns that it will put pressure on profits. The rapidly increasing demand for semiconductors for AI infrastructure has spread to electronic devices and home appliances......

The linked article is in Japanese.