Nintendo(US:NTDOY) Ge Long Hui·2025-12-10 06:12Core Viewpoint - Nintendo's stock experienced a significant decline due to concerns over rising component prices, particularly memory chips, which may erode profit margins for the upcoming Switch 2 console [1] Group 1: Stock Performance - On December 10, Nintendo's stock fell by 4.7%, reaching its lowest level since May of this year [1] - The stock has seen a downward trend, with seven out of eight trading days in December resulting in losses, leading to a market capitalization loss of approximately $14 billion [1] Group 2: Component Cost Increases - The price of the 12GB RAM modules used in the Switch 2 increased by 41% in the current quarter, according to market research firm TrendForce [1] - Additionally, the price of NAND storage, which is also utilized in the new console, rose by nearly 8%, impacting the cost of supplementary storage cards [1] Group 3: Market Sentiment - The escalating memory supply crisis has dampened investor optimism regarding the Switch 2, contributing to the stock's decline [1]