Nintendo Switch 2 Users Face Storage Woes as Memory Crisis Bites

Demand for Nintendo Co.’s profit-earning game software is under threat from soaring prices for data storage, clouding efforts to build a Switch 2 ecosystem that’s resilient to tariffs and military conflict.

A global rush to build artificial intelligence hardware by the likes of Meta Platforms Inc. and Amazon.com Inc. is spurring big jumps in the price of NAND flash memory, used to store and access data for long-term use in gadgets as well as data centers. NAND contract prices are forecast to surge as much as 90% in the current quarter compared with the previous three-month period, when prices rose more than 30%, according to research firm TrendForce.