Core Viewpoint - Nintendo Co., Ltd. has shown strong financial performance, particularly due to the success of its Switch 2 console, but faces potential challenges from an impending chip shortage [3][4][6]. Financial Performance - Nintendo reported a net profit increase of over 50% in the nine months leading up to December, driven by the success of the Switch 2 console [3][6]. - As of February 3, 2026, Macquarie upgraded NTDOY's stock grade to "Outperform," reflecting a positive outlook on the company's future performance [2][6]. - The current stock price of NTDOY is $15.15, with a market capitalization of approximately $70.55 billion [5][6]. Market Position - Nintendo is a significant player in the gaming industry, known for its iconic franchises like Mario and Zelda, competing primarily with Sony and Microsoft [1][5]. Challenges - An impending chip shortage could impact future production and sales, posing a risk to maintaining the momentum gained from the Switch 2's success [4][6].

ASML Holding N.V. (NASDAQ:ASML) is one of the stocks Jim Cramer talked about, along with the memory shortage. Cramer mentioned the stock during the episode and commented: Whenever there’s a chip shortage like we have now, sooner or later, these companies start buying more manufacturing equipment in order to boost production. That’s why ASML, Applied Materials, KLA, and Cramer fave Lam Research have been roaring because people know that they’ll have big orders as the year goes on. The big four semiconducto ...

Apple Inc. reclaimed the top position in China's smartphone market during the holiday quarter, buoyed by a sharp rebound in iPhone shipments even as a deepening shortage of memory chips weighed on the... ...

Production Disruption - Honda will halt production at plants in Japan and China [1] Supply Chain Issues - The production halt highlights the lingering fallout of the global chip shortage [1]

Chip Production & Capacity - The company faces a chip shortage, even with optimistic supplier projections [1] - Building a "gigantic chip fab" is considered a potential solution to meet the required chip volume [2] Tesla AI Chip Design (AI5) - The company is heavily invested in designing its own chips, crucial for functional robots [2] - The AI5 chip is designed to be inexpensive and power-efficient [3] - The AI5 chip is expected to consume approximately 33% of the power compared to an Nvidia Blackwell chip [3] - The AI5 chip is expected to cost less than 10% of the cost of an Nvidia Blackwell chip [3] - The AI5 chip is specifically optimized for the Tesla AI software stack, not intended as a general-purpose chip [3]

Core Viewpoint - Honda Motor has reduced its annual earnings forecasts due to a chip shortage from Dutch supplier Nexperia and reported a decline in first-half net profit, partially attributed to U.S. tariffs [1] Group 1: Earnings Forecasts - Honda Motor has cut its annual earnings forecasts, indicating challenges in meeting financial targets [1] - The reduction in forecasts is primarily linked to supply chain issues, specifically a shortage of chips [1] Group 2: Financial Performance - The company reported lower first-half net profit compared to previous periods [1] - The decline in net profit is partly due to the impact of U.S. tariffs on its operations [1]

Core Viewpoint - Nissan Motor will reduce production of its best-selling Rogue SUV in Japan due to a shortage of chips from Dutch firm Nexperia, highlighting the ongoing impact of diplomatic tensions affecting the chip supply chain [1] Group 1: Company Impact - Nissan Motor is facing production cuts for its top-selling Rogue SUV, indicating potential challenges in meeting consumer demand [1] - The production cut is set to begin next week, suggesting an immediate impact on Nissan's operations [1] Group 2: Industry Context - The chip shortage is linked to diplomatic issues involving Nexperia, reflecting broader supply chain vulnerabilities in the automotive industry [1] - This situation underscores the ongoing challenges faced by automakers in securing essential components, which may affect overall industry performance [1]

Core Insights - Global automakers are planning to reduce production due to a semiconductor supply chain disruption caused by an export freeze on Nexperia BV, a Chinese-owned semiconductor company [1][2] Group 1: Honda's Response - Honda Motor Co. has cut or suspended production at some North American plants in response to the chip shortage resulting from China's export restrictions on Nexperia [2] - The company is halving output at its Canadian factory, which produces Civic sedans and CR-V utility vehicles, and has shut down its plant in Mexico [3] Group 2: European Automakers' Situation - European car manufacturers may need to halt production imminently, as they are relying on dwindling reserves to maintain operations [4] - Mercedes-Benz Group AG has enough Nexperia chips for the short term but faces uncertainty beyond that [4][5] - Volkswagen AG has warned that it requires a sufficient supply of semiconductors to meet its financial targets for the year, indicating potential production disruptions if the situation does not improve [5] Group 3: Broader Industry Implications - The Motor & Equipment Manufacturers Association in the US has indicated that American vehicle plants are weeks away from facing significant impacts on production if the Nexperia dispute remains unresolved [7]

Core Viewpoint - Toyota Motor is not currently facing an immediate chip shortage due to recent Chinese export restrictions affecting chipmaker Nexperia, but the company is monitoring potential production risks closely [1] Group 1 - The recent export restrictions from China are related to the chipmaker Nexperia [1] - Toyota is taking a cautious approach to assess any risks that may impact its production capabilities [1]