Nintendo Switch 2 Switch 2的开局超出任天堂预期，发售7周内销售了600万台，在任天堂历代游戏机中最高。7月31日又 宣布《怪物猎人》、《桃太郎电铁》等热门游戏系列将通过Switch 2发售。任天堂表示"正在努力加强生 产体制"…… 任天堂8月1日公布了2025年4～6月的合并财报，净利润比上年同期增加19%，达到960亿日元。6月5日 发售的游戏机"Nintendo Switch 2"在发售7周内销售了600万台，在任天堂历代游戏机中最高。2025年内 将推出热门游戏软件迎战年底商战，但美国政府的关税政策仍令人担忧。 任天堂4～6月的营业收入达到2.3倍的5723亿日元，营业利润增长4%，达到569亿日元。尽管汇兑收益 减少导致经常阶段利润减少，但计入有价证券出售收益，最终利润增加。 | 游戏机发售约1个月的日本国内销量 | | | --- | --- | | Switch 2(2025年) | 153万台 | | Game Boy Advance (2001年) | 136万台 | | Nintendo DS (2004年) | 126万台 | | PlayStation 2 (2 ...

Core Viewpoint - Samsung Electronics has signed a semiconductor foundry contract worth 22.7648 trillion KRW (approximately 118.3 billion RMB) with an international giant, with the contract period ending on December 31, 2033, but details remain confidential [2]. Group 1: Samsung's Foundry Performance - Samsung's foundry revenue for Q1 2025 was $2.89 billion, a decline of 11.3% from the previous quarter, with market share dropping from 8.1% to 7.7% [3][5]. - The decline in Samsung's foundry business is attributed to limited exposure to China's consumer subsidy plans and restrictions on advanced nodes imposed by the U.S. [6]. - Samsung is at risk of being surpassed by SMIC, which has seen a revenue increase of 1.8% to $2.25 billion, raising its market share from 5.5% to 6% [6][7]. Group 2: Future Prospects and Strategies - Samsung remains optimistic about regaining market position with the upcoming 2nm process technology, planning to integrate the 2nm Exynos 2600 chip into the Galaxy S26 series [7][11]. - The company is enhancing its manufacturing processes to achieve faster and more powerful computing capabilities, aiming to secure orders from major global tech companies [8]. - Samsung's foundry is currently producing NVIDIA's T239 chip using its 8nm process, which is expected to generate over $1.2 billion in sales due to the popularity of the Nintendo Switch 2 [10]. Group 3: Technological Advancements - Samsung plans to utilize its 1c process technology for DRAM production, which is expected to differentiate its HBM4 chips from competitors [9]. - The company is also adopting 2nm and Gate-All-Around technologies to compete for orders from Qualcomm and NVIDIA for next-generation application processors [12]. - Analysts are optimistic about Samsung's third-quarter profit outlook, with projected operating profit for the DS division reaching 4.61 trillion KRW, a year-on-year increase of 19.43% [12].

Product Focus - The article discusses a review of the anticipated Nintendo Switch 2 after extensive gaming sessions [1] - The article provides information on how to find the Nintendo Switch 2 in stock [1] Publication - The review is published on Forbes Vetted [1]

Core Insights - GameStop faced a significant public relations crisis during the launch of the Nintendo Switch 2 due to a packaging error, referred to as "Staplegate," where receipts were accidentally stapled to console boxes, damaging them. CEO Ryan Cohen turned this crisis into an opportunity by auctioning off a damaged console for $250,000, with proceeds benefiting Children's Miracle Network Hospitals [2][3]. Company Transformation - Since Ryan Cohen joined GameStop in 2021, the company has shifted its focus from gaming hardware and software to trading cards and collectibles, which is seen as a more sustainable business model. This transformation has led to consistent profitability, with the company generating profits every quarter [4][5]. - Cohen highlighted the drastic changes in the company's financial health, moving from deep losses and debt to a more stable position, emphasizing the progress made in a short time [5]. Market Position and Strategy - GameStop has been a target for short sellers, particularly during the volatility of the COVID-19 pandemic and the industry's shift towards digital distribution. Cohen expressed disdain for short selling, viewing it as betting against business success [8][9]. - The company is also exploring potential investments in Bitcoin as a hedge against inflation and global money printing, indicating a willingness to adapt to changing market conditions [6].

Product Review - The review discusses the "My Nintendo Switch 2" after hours of gaming [1] Availability - The review mentions how to find "My Nintendo Switch 2" in stock [1]

Gaming Console Comparison: Key Considerations - The gaming industry focuses on game library as a crucial factor when comparing handheld consoles [2] - Industry analysis reveals the Switch 2 offers access to Nintendo's exclusive titles, while the Steam Deck provides a larger, more diverse gaming library [2][4][6] - The Steam Deck supports cloud-based gaming platforms and remote play, expanding its gaming options [6] Hardware and Design - The Switch 2 features a 79% in LCD display with 1080p resolution at 120 Hz, while the Steam Deck OLED has a 74% in OLED screen with 1280x800 resolution at 60 or 90 Hz [9] - The Switch 2 is lighter (534 g) and more compact than the Steam Deck OLED (640 g), enhancing portability [11] - The Steam Deck's ergonomic design and built-in back buttons offer a more comfortable gaming experience [13] Pricing and Storage - The Steam Deck offers multiple configurations, starting with a $400 LCD model (256 GB), and OLED models at $550 (512 GB) and $650 (1 TB) [15] - The Switch 2 has a single option: 256 GB internal storage with an LCD screen for $450 [15] - Both consoles support micro SD card expansion, but the Switch 2 requires pricier Micro SD Express cards [16] Battery Life and Accessories - The Switch 2 has a 5,220 mAh battery, offering 2 to 65 hours of gaming, while the Steam Deck OLED has a larger 6,470 mAh battery, lasting 3 to 12 hours [14] - The Switch 2 includes a dock for TV connectivity, while the Steam Deck requires separate purchase of cables or accessories [10] - The Steam Deck includes a carrying case, whereas the Switch 2 does not [13][14]

Game Sharing Methods - Nintendo Switch 2 allows game sharing between multiple consoles without purchasing multiple copies [1] - Two methods exist for sharing games: loading a game on another system and lending to a family group member [1] Loading Game on Another System - Both devices can play the game, but not simultaneously [2] - Save files transfer with internet connection [2] - Requires Nintendo account sign-in on both Switch 2 systems [2] - On the secondary device, users can select and load games tied to their account [2][3] - Linking the two Switch 2 consoles is required [3][4] - Access can be removed from the secondary system by loading the game on the primary system [5] Lending to Family Group Member - This method is for users who don't want their Nintendo account connected to multiple consoles [6] - Requires adding the other member to the user's family group via Nintendo account settings [6] - Lent games can only be shared for up to 14 days [7] - Each member can only borrow one game at a time [8] - The game is unplayable on the primary Switch 2 while lent out [8] - The game becomes unplayable on the secondary Switch 2 when collected [9] Clarification of "Game Share" - "Game Share" refers to multiplayer gaming using multiple Switch 2 consoles from one game copy, similar to Nintendo DS download play [9][10] - It does not mean sharing or lending full games [9]

Core Insights - Nintendo's new console, Switch 2, sold over 3.5 million units within four days of its global launch on June 5, but the company president, Shuntaro Furukawa, expressed concerns about sustaining this sales momentum [1] - Furukawa emphasized the risks of over-reliance on console sales and highlighted the importance of diversifying into non-console businesses, such as theme parks and movies, which have shown success in recent years [1] - The company plans to release a new Mario animated film and a live-action Legend of Zelda movie to expand its market presence and create additional customer touchpoints [2] Market Expansion Strategy - Nintendo is focusing on emerging markets in Asia and Latin America due to stagnation in mature markets, noting that the cumulative sales of Switch hardware have reached 150 million units [2] - The company recognizes the challenge of attracting new users in traditional strong markets and aims to cultivate a fan base in regions with fewer casual gamers [2] Financial Performance and Challenges - Furukawa stated that the profitability of Switch 2 is comparable to that of the original Switch launched in 2017, but rising component prices post-pandemic pose challenges for cost reduction through economies of scale [2] - Positive feedback has been received regarding the compatibility of Switch software with Switch 2, particularly with the bundled game Mario Kart [2]

Group 1 - Nintendo announced price increases for multiple products and services in Canada due to "market conditions" [1] - Affected products include Nintendo Switch, Nintendo Switch OLED, Nintendo Switch Lite, physical and digital Switch games, and Switch accessories, while the price of Switch 2 remains unchanged [1] - Other products such as amiibo figures and Nintendo Switch Online membership services will also see price hikes [1] Group 2 - Specific price adjustment details will be announced on August 1 on Nintendo Canada's official website [3] - The price increases are influenced by the ongoing trade war between the US and Canada, which has led to mutual tariffs [3] - Other companies, such as Microsoft and Sony, have also raised prices for their gaming consoles, with Xbox Series X and PS5 experiencing significant price hikes [3][4]

Group 1: Carnival - Carnival is experiencing strong demand and financial performance, with fiscal Q2 revenue reaching $6.3 billion, leading to a trailing-12-month revenue of $25.4 billion, surpassing pre-pandemic levels of $20.8 billion in fiscal 2019 [3][5] - The stock price has more than doubled in the past three years, and the current forward price-to-earnings multiple is 12.5, indicating potential for further shareholder returns through improved margins [4] - Adjusted net income for Carnival exceeded guidance at $470 million, with expectations to reach $2.7 billion for the full year, up from $1.9 billion last year [5] - The launch of Celebration Key as a new cruise destination is expected to drive profitable growth, with attractions designed to enhance guest experience and increase ticket prices and margins [6][7] - Wall Street is underestimating Carnival's transformation into a brand that offers exclusive destinations, which could lead to attractive returns for shareholders [8] Group 2: Nintendo - Nintendo's stock has seen significant appreciation, with a 338% increase since late 2016, outperforming the S&P 500's 172% return [9] - The video game industry is valued at $180 billion, with Nintendo owning valuable intellectual properties like Mario Bros and Zelda, and the Switch console achieving record sales of 152 million units [10] - The recent launch of Switch 2 has been successful, selling over 3.5 million units in the first four days, indicating strong market demand [10] - While hardware sales are low-margin, Nintendo expects to sell more games for Switch 2 than the original Switch sold in its first 10 months, setting the stage for strong earnings growth [11] - Analysts have a price target of $34.90 for Nintendo, suggesting a 52% upside from the current share price of $23, with sales expected to double this year [13]