NuAxiSemiconductor trade intelligence
Nintendo Switch 2 users buying fewer games because of AI storage crisis, report claims — game demand under threat as titles get bigger and storage gets more expensive
What happened
High NAND prices, driven by AI data center demand, are suppressing game purchases for Nintendo Switch 2 users due to limited console storage, leading to a decline in per-console software sales. The average number of games purchased per Switch 2 console is 2.18, significantly lower than the 3.88 for the original Switch at a comparable sales milestone. Bullish: Sustained high NAND prices from AI demand are creating a secondary demand suppression effect in consumer electronics, potentially prolonging tight supply conditions.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
NAND Flash
shortageprice-hikedemand-suppression
Source and time
Source: Tom's Hardware · 3/5/2026 · View original source
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