Knowledge-based discourse

Inventory data from Nintendo’s semiannual report, as of 2025-09:

  • Largest total inventory and finished goods inventory since 2001-03 (possibly ever), likely stockpiling for Z-A release and holiday sales
  • Work-in-progress inventory decreased to the usual range (pre-launch rush was over)
  • Elevated level of raw materials, likely anticipating sustained NS2 demands and mitigating component price fluctuations (e.g., rising memory costs)

Looks like Furukawa is backing up his promise of supply readiness.

[Originally posted on 2025-11-11 Pacific Time]