Nintendo climbs for third day as China ramps up its memory production

▤ Summary

Nintendo shares climbed for a third straight session as investor optimism around a return of a Switch 2 game bundle supports console sales. The article links Nintendo’s stock move to broader memory-market dynamics, noting that China’s DRAM producer CXMT plans to ramp production and has issued bullish guidance. Increased global memory production could relieve the recent surge in RAM prices driven by AI demand, potentially improving margins for big memory consumers like Nintendo. The piece also contrasts Nintendo’s position as a memory buyer with memory suppliers such as Micron to contextualize the market impact.

▦ Linked Companies

Nintendo of America Inc.

$1M to $5M