Industry Dynamics - In December 2025, the global revenue ranking of Chinese mobile game publishers was released, with Tencent and Century Huatong's subsidiary, Point Interactive, taking the top two spots [2][3] - A survey by Quantic Foundry revealed that 85.4% of players hold a negative attitude towards generative AI in games, with 62.7% being "very negative" [4] - The South Korean government plans to request China to expand the issuance of game import licenses for Korean games this year [5] - Tencent announced a new incentive policy for WeChat mini-games, increasing the total cap for new game incentives from 2.4 million to 4 million [6] Company News - Lin Yunfeng, the former head of NetEase Interactive Entertainment's DreamWorks division, announced his departure after over 20 years with the company [7] - Kingsoft's multiplayer social deduction game "Goose Goose Duck" officially launched its public beta on January 7, 2026, achieving 5 million new users within 24 hours [8][9] - Century Huatong completed its first stock buyback of 2026, repurchasing 15,469,800 shares for a total amount of 301 million yuan [10] International Developments - Nintendo released its first annual ranking for Switch 2, with "Mario Kart World" topping the list [10] - Ubisoft officially closed its Halifax studio, resulting in the layoff of 71 employees due to cost control and organizational restructuring [11] - Microsoft executives denied rumors of large-scale layoffs, stating that claims of cutting 11,000 to 22,000 jobs were completely false [12] Esports - The seventh "Rise as One" World Championship officially opened in Jakarta, Indonesia, featuring 16 teams competing for a million-dollar prize [13][14] - Esports teams RNG and FPX confirmed their exit from the LPL league, reducing the total number of participating teams to 14 [14]

Core Insights - Nintendo's stock price dropped 4.7%, reaching its lowest level since May, due to concerns over rising storage chip prices impacting profit margins [3] - The cost of 12GB RAM modules for the Switch 2 has surged by 41%, while NAND flash memory prices have increased by nearly 8%, affecting the pricing of related storage products [3] - The market sentiment towards the Switch 2 is cooling as the supply crisis for storage chips worsens, with Nintendo's market value declining by approximately $14 billion over eight trading days [3] Group 1 - The rising costs of storage components are expected to compress the profit margins of Nintendo's new Switch 2 gaming console, potentially suppressing market demand [3] - The price of a 256GB high-speed SD card on Amazon has reached $89.99, with costs being passed on to consumers, particularly affecting players due to the limited internal storage of the Switch 2 [4] - The unexpected early price drop of the Switch 2, including a $50 discount during Black Friday, raises concerns about its ability to maintain high sales momentum beyond its initial launch [4]