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23.01.26 - 16:12
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That Escalated Quickly: Goldman Cuts PC Shipment Outlook As Memory Prices Go Parabolic (ZeroHedge)
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That Escalated Quickly: Goldman Cuts PC Shipment Outlook As Memory Prices Go Parabolic
Well that escalated quickly.
Goldman analysts led by Allen Chang have revised down global PC shipment forecasts for 2026-28, citing a sharp spike in memory prices as data centers worldwide soak up the supply of high-bandwidth memory.
Before diving into Chang's note, here's a quick recap of what's unfolded so far:
"Entered New Era": SK Hynix To Build $13 Billion Memory Plant As Nvidia CEO Says AI Demand Soaring
"Market That Never Existed": Nvidia CEO Sparks Frenzy In Memory Stocks
Soaring Memory Costs Sink Nintendo Shares; Goldman Says Selloff Is Buy-The-Dip Opportunity
UBS Says Soaring Memory Chip Prices To "Turbo-Charge" Samsung Earnings
First Victims Of 'Great Memory Crunch' Emerge As Data Centers Soak Up Global Supply
We've followed the historic price spike for months.
Update: two months later https://t.co/Q4TPIrpzxV pic.twitter.com/O3KTKxZOVE
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02.01.26 - 18:54
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UBS Says Soaring Memory Chip Prices To "Turbo-Charge" Samsung Earnings (ZeroHedge)
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UBS Says Soaring Memory Chip Prices To "Turbo-Charge" Samsung Earnings
For several months, we have tracked a sharp increase in DDR5 DRAM pricing, as evidenced by DRAMeXchange data, driven primarily by surging AI-related cloud computing demand and hyperscalers accelerating data center buildouts.
On day one of the new year, Samsung co-CEO Jun Young Hyun told employees in an internal memo that customers have praised the differentiated competitiveness of its next-generation high-bandwidth memory (HBM) chips, or HBM4, saying, "It's even earning an assessment from customers that 'Samsung is back'." He noted that Samsung will also benefit from favorable memory market conditions this year, as demand for artificial intelligence chips has materialized much quicker than initially anticipated.
The other week, Goldman analyst Maho Kamiya told clients that mounting concerns about soaring memory prices posed new risks for Nintendo, which manufactures consumer electronics such as the po...
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16.12.25 - 04:06
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Nintendo and commercial PC upgrades drive Weblink′s positive 2026 outlook (Digitimes)
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Weblink International is positive yet proceeding cautiously into 2026. As AI applications are rolled out more broadly, the company will continue to deepen its presence in the commercial market. Its strategic focus will center on four key pillars: a diversified brand portfolio, innovative services, digital transformation, and deeper market penetration....
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06.11.25 - 05:06
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Nintendo lifts FY25 forecast as Switch 2 sales surge, but hardware margins drag operating profit (Digitimes)
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Nintendo has revised its sales forecast for the Switch 2 console for fiscal year 2025 (April 2025 to March 2026), projecting significantly higher overall performance. However, because hardware gross margins are lower than software, and software sales have yet to match the hardware's popularity, overall profit margins are expected to decline. Substantial profit gains will only materialize once the hit software titles are released....
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04.11.25 - 11:24
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Computerspiele: Starke Nachfrage nach Switch 2 - Nintendo zuversichtlicher (Stern)
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Nintendo hebt die Prognose für die neue Switch-2-Konsole an: Statt 15 Millionen sollen nun 19 Millionen Geräte verkauft werden.. --- Nintendo erwartet für das bis Ende März laufende Geschäftsjahr jetzt einen Umsatz von 2,25 Billionen Yen (12,7 Mrd. Euro) und damit fast ein Fünftel mehr als bislang avisiert. Von den Erlösen sollen 370 Milliarden Yen als operativer Gewinn bleiben. Zudem sollen die Aktionäre eine höhere Dividende erhalten..
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04.11.25 - 09:12
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Nintendo H1 Profit, Revenue Surge (AFX)
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TOKYO (dpa-AFX) - Nintendo Co. Ltd. (NTDOY), a Japanese video game company, reported higher earnings for the six months ended September 30, 2025, primarily helped by growth in sales.Profit before ......
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17.10.25 - 09:27
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Nintendo: Nachfrageboom sprengt alle Erwartungen (Der Aktionaer)
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Nintendo gibt bei der Produktion der neuen Konsole Switch 2 offenbar kräftig Gas. Wie aus informierten Kreisen verlautet, hat der japanische Gaming-Konzern seine Zulieferer angewiesen, die Fertigung deutlich hochzufahren. Das Ziel: Bis Ende März 2026 sollen bis zu 25 Millionen Einheiten vom Band laufen....
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