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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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30.12.25 - 13:06
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Nintendo Has Everything to Prove Again in 2026 (Bloomberg)
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Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg's journalists around the world. Today in our series of essays looking ahead to trends in 2026, Takashi Mochizuki and Vlad Savov write about Nintendo's challenges to come....
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24.12.25 - 16:09
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Soaring Memory Costs Sink Nintendo Shares; Goldman Says Selloff Is Buy-The-Dip Opportunity (ZeroHedge)
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Soaring Memory Costs Sink Nintendo Shares; Goldman Says Selloff Is Buy-The-Dip Opportunity
Prices for LPDDR5 DRAM (Low-Power Double Data Rate 5 Dynamic Random-Access Memory) tripled this fall, as we noted in October in "Chatbots: Soaking Up the World's Power, Water, and Memory." LPDDR5 is a form of system memory that delivers higher bandwidth and greater power efficiency than prior generations, making it well-suited for laptops, smartphones, and the explosion in demand for AI-enabled devices.
Update: two months later https://t.co/Q4TPIrpzxV pic.twitter.com/O3KTKxZOVE
— zerohedge (@zerohedge) December 22, 2025
Goldman analyst Maho Kamiya told clients on Tuesday that concerns about rising memory prices and the absence of top-down tailwinds have sent Nintendo shares spiraling. After a 27% decline from its early November peak, the analyst asks whether the selloff has become overdone.
"Some investors think that Nintendo will be selling Switch 2 at a loss and gross profit falling ...
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22.12.25 - 15:02
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Nintendo Aktie: Ist die Switch-2-Rally jetzt startklar? (Aktiencheck)
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New York (www.aktiencheck.de) - Nintendo-Aktienanalyse von Freedom Capital Markets:
Freedom Capital habe die Aktie von Nintendo Co. Ltd. (ISIN: JP3756600007, WKN: 864009, Ticker-Symbol: NTO, Tokio Stock Exchange-Symbol: 7974) von "hold" auf "buy" hochgestuft und ein Kursziel von 13.340 JPY ausgegeben. [mehr]...
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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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15.12.25 - 09:02
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Nintendo Switch (TM) Game, "The Battle Cats Unite!" of PONOS Corp., Surpasses 1.6 Million Global Downloads (PR Newswire)
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KYOTO, Japan, Dec. 15, 2025 /PRNewswire/ -- PONOS Corporation (hereinafter "PONOS"), headquartered in Kyoto, Japan, which provides the hit smartphone game app, "The Battle Cats," said the title's Nintendo Switch (TM) version, "The Battle Cats Unite!" has exceeded 1.6 million cumulative......
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