Analysis: soaring NAND prices threaten Nintendo's software sales; the average games purchased per console came to 2.18 in December 2025, vs. 3.88 in March 2018
Demand for Nintendo Co.'s profit-earning game software is under threat from soaring prices for data storage …
Sony reports Q2 revenue up 4.6% YoY to ~$20.3B, net profit up 6.7% YoY to ~$2.02B, 3.9M PS5s sold, and raises its FY operating profit forecast by 7.5% to ~$9.3B
Sony 6758 5.51%increase; green up pointing triangle Group raised its earnings forecasts after a stronger-than-expected second quarter …
Sources: Nintendo picked Samsung to produce the Switch 2's main chips, aiming to sell 20M+ units by March 2026, a key win for Samsung as it competes with TSMC
Securing a contract for one of the summer's hottest new gadgets will likely help lift utilization or boost business for the Korean conglomerate's chip foundries.
Sony reports Q4 revenue down 24% YoY to ~$17.7B, PlayStation 5 units sold in FY 24 down 11% YoY to 18.5M, and expects a ~$700M impact from US tariffs in FY 25
Silicon Valley Is Coming for the Pentagon's $1 Trillion Budget — The Trump administration wants startups to remake the US military …
President Trump pauses tariffs on most countries for 90 days, setting a 10% “lowered Reciprocal Tariff”, and sets 125% tariffs on China “effective immediately”
- President Donald Trump announced a 90-day pause on the full effect of his new tariffs for at least some countries.
Trump's 90-day tariff pause gives Nintendo, whose stock closed up 11.7% on April 10, time to prep the Switch 2's US launch on June 5 and lifts pricing pressure
For now. — The 90-day reprieve on heightened tariffs for most US trading partners gives the Japanese company a chance to ramp …
Game console makers rethink selling more powerful machines, as performance improvements become less dramatic and consumers can't tell between 4K and 8K graphics
Bloomberg :
Sources: Tencent and NetEase reconsider or scale back Japanese game studio investments, after yielding few hit games and the Chinese market staged a comeback
- China's biggest game publishers are rethinking expansion plans — ‘Wukong’ success also encouraged looking domestically for hits
Sources: Tencent and NetEase reconsider or scale back Japanese game studio investments, after yielding few hit games and the Chinese market staged a comeback
- China's biggest game publishers are rethinking expansion plans — ‘Wukong’ success also encouraged looking domestically for hits
Sources: the US is mulling imposing the foreign direct product rule, seen as draconian by allies, on Tokyo Electron and ASML's chip equipment business in China
- Restrictions would hit technology from Tokyo Electron and ASML — US companies like Lam have urged softer approach in meetings
Square Enix's stock falls 16%, its biggest decline in 13 years, after President Takashi Kiryu said sales of its AAA games, exclusive to PlayStation, fell short
- Big titles released on PlayStation fell short, president says — Games development overhaul seen taking time to bear fruit
Sony Interactive Entertainment announces two new CEOs: Hermen Hulst, who will lead studios, and Hideaki Nishino, who will lead platforms, effective June 1
Hulst will lead the Studios business, while Nishino takes charge of the platform side — News by Christopher Dring Head of Games B2B
Sources: Sony pauses PSVR2 production to clear unsold inventory after making 2M+ units; shipments have declined every quarter since PSVR2's February 2023 launch
- $550 accessory has suffered from lack of compelling content — Sony testing PC compatibility to expand gadget's appeal
Sources: Nintendo told game publishers the Switch 2's launch is delayed from late 2024 to Q1 2025; source: Nintendo needs more time to prepare its own games
That's according to Brazilian journalist Pedro Henrique Lutti Lippe, who claims in a new OX do Controle video that he received the information from five separate sources.
Sony reports Q3 revenue up 22% YoY to ~$25.11B, operating income up 10% YoY to ~$3.1B, both meeting est., and 8.2M PS5 units sold, roughly 1M lower than est.
- Company reversing course after taking the unit private in 2020 — Underwhelming PlayStation 5 sales led to outlook cut
Sony reports Q3 revenue up 22% YoY to ~$25.11B, operating income up 10% YoY to ~$3.1B, both meeting est., and 8.2M PS5 units sold, roughly 1M lower than est.
- Company reversing course after taking the unit private in 2020 — Underwhelming PlayStation 5 sales led to outlook cut
Sony reports Q3 revenue up 22% YoY to ~$25.11B, operating income up 10% YoY to ~$3.1B, both meeting est., and 8.2M PS5 units sold, roughly 1M lower than est.
- Company reversing course after taking the unit private in 2020 — Underwhelming PlayStation 5 sales led to outlook cut
Sony reports Q3 revenue up 22% YoY to ~$25.11B, operating income up 10% YoY to ~$3.1B, both meeting est., and 8.2M PS5 units sold, roughly 1M lower than est.
- Company reversing course after taking the unit private in 2020 — Underwhelming PlayStation 5 sales led to outlook cut
Omdia: Nintendo plans to introduce a new Switch gaming console in 2024 with an 8" LCD screen; the current seven-year-old Switch has sold over 132M units
- The next console from Kyoto company to have 8-inch LCD — Seven-year-old Switch console has sold over 132 million units
Canon CEO Fujio Mitarai says the company's nanoimprint chip machines will cost “one digit less than ASML's EUVs”, adding that Canon has not set final pricing
Canon Inc.'s new lithography technology (nanoimprint) came to market last month, and can be a cheaper (but a slower) alternative to ASML's EUV technology. … Bert Verrycken : Is #ca...