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05.02.26 - 21:45
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Nvidia Could Delay New GPU Due To Deepening Memory Crunch (ZeroHedge)
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Nvidia Could Delay New GPU Due To Deepening Memory Crunch
News flow around the memory crunch is accelerating by the week, and the casualty list is growing.
Just this morning, Qualcomm and Arm Holdings warned that shortages of high-bandwidth memory (HBM) could crimp smartphone production this year. Apple signaled earlier this week that it will prioritize higher-end iPhone models, while Nintendo shares slid as soaring HBM costs threaten to squeeze margins.
The alarm bells are getting louder after a new report from The Information, citing two sources, saying Nvidia won't release a new gaming GPU (RTX 60 series) this year due to a HBM supply crunch, forcing it to prioritize limited HBM for its far more profitable AI chips over gaming GPUs.
If confirmed, it would mark the first year in roughly three decades that Nvidia has not released a new consumer-grade gaming GPU.
Here's more color from The Information:
The delay will also push back the release of Nvidia's next-generation gaming GPU. Like...
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03.02.26 - 16:01
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Nintendo: Switch-2-Boom bestätigt – so reagiert die Aktie (Der Aktionaer)
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Bei Nintendo dreht sich derzeit alles um die Switch 2 – und die frisch vorgelegten Zahlen zum dritten Quartal des laufenden Geschäftsjahres (per Ende Dezember) zeigen: Der Hype ist real, aber nicht frei von Schönheitsfehlern. Während der Absatz der neuen Konsole weiter auf Hochtouren läuft, offenbaren sich auf der Ergebnisseite erste Reibungsverluste....
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03.02.26 - 15:18
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Nintendo Profit Misses As Soaring Memory Prices Could Become Major Headache (ZeroHedge)
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Nintendo Profit Misses As Soaring Memory Prices Could Become Major Headache
Dark storm clouds have gathered over Nintendo since the start of December, as investor concerns mount over tariffs, rising memory prices, and chatter about soft US holiday sales. The stock in Tokyo remains about one-third below its August peak.
Earnings on Tuesday reconfirmed the gloom after Nintendo reported third-quarter operating income that missed the average Wall Street estimate tracked by Bloomberg.
Switch 2 sold 7.01 million units in the December quarter, beating Bloomberg Consensus estimates, but the operating income of 155.21 billion yen, versus the 180.7 billion expected, raised investor concern.
Trade tariffs, combined with rising component costs, especially the explosion in the price of high-bandwidth memory (HBM), are pressuring thin hardware margins for the electronics company.
Goldman analyst Maho Kamiya warned clients in late Decemeber that concerns about rising memory prices and the absence of top-down...
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