✎ Contributed by Ty Griffin
Nintendo has postponed U.S. preorders for its upcoming Switch 2 console, originally scheduled for April 9, as it evaluates the potential impact of newly imposed U.S. tariffs. While the console’s June 5 launch date remains unchanged, the move highlights growing uncertainty for hardware manufacturers amid shifting trade policies.
Performance of Gaming and Semiconductor Companies
- Nintendo Co., Ltd. (OTC: NTDOY): Trading at $15.92, up 0.19% today.
- Sony Group Corporation (NYSE: SONY): Trading at $21.01, down 3.74% today.
- Microsoft Corporation (NASDAQ: MSFT): Trading at $355.20, down 1.29% today.
- NVIDIA Corporation (NASDAQ: NVDA): Trading at $95.74, up 1.52% today.
- Advanced Micro Devices Inc. (NASDAQ: AMD): Trading at $82.11, down 4.26% today.
Industry Impact
The tariffs include a 10% baseline on all U.S. imports, with elevated rates on goods from nations like China and Vietnam—two key regions for electronics assembly. Nintendo, which had shifted some production to Vietnam to sidestep prior tariffs on Chinese exports, now faces renewed pressure. The company cited uncertainty around pricing and logistics as reasons for the preorder delay.
Sony and Microsoft—both heavily reliant on Asian manufacturing for their PlayStation and Xbox consoles—face similar cost risks. Chipmakers such as NVIDIA and AMD, which supply core components for gaming systems, are navigating a volatile market landscape as supply chains react to protectionist measures.
Outlook
With trade policies in flux, gaming and semiconductor companies may be forced to reconsider pricing, sourcing, or production strategies. Analysts warn that additional delays or cost increases could affect demand heading into midyear product cycles.
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