According to Bloomberg, Nintendo's shares have been falling almost every trading day since the beginning of December, reaching their lowest level since May 2025. During this time, the company lost about $14 billion in market capitalization. The reason was a sharp increase in prices for memory components needed to produce the Nintendo Switch 2.
According to a TrendForce report, the cost of 12GB LPDDR5 RAM chips used in the Switch 2 has increased by 41%. NAND flash prices have increased by 8%. Analysts believe that the question is no longer whether Nintendo will raise the price of the console, but only when it will happen.
Nintendo has not yet officially commented on a possible price increase for the Switch 2, but the situation in the memory market continues to worsen, and investors are clearly betting that the price increase is inevitable.