IntelliGo (意騰), sole supplier of the noise canceling IC in Switch 2, projects that their “game console” revenue will continue to grow in 2026.
Since Weltrend (sole supplier of Power Delivery IC in NS2 charger) also projected the same, and Foxconn Technology Co. (one of NS2 assemblers) disclosed that their “visible” orders (typically 1-2 quarters) from Nintendo have not reduced due to memory costs, it suggests that Nintendo doesn’t project a slowdown in the short term (barring further geopolitical escalations, of course).
Source: IntelliGo investor conference
[Originally posted on 2026-03-18 Pacific Time]
