The shipment of NAND flash memory, used in the Switch storages and Game Cards, will continue being monopolized by data centers in the next few years, according to a Counterpoint Research forecast (chart below by Nikkei Shimbun; translation mine). I don’t know how long Nintendo can keep the pricing of Game Cards at the current level.
![[Chart] NAND Market Shipment Share by Application 2020 to 2028 Mobile device: ~35% to 20% PC: ~20% to ~10% Server: ~10% to ~50% Others: ~35% to ~20% ’26-’28 are forecasts. Source: Counterpoint Research (via Nikkei Shimbun)](https://ninpatentswatch.com/wp-content/uploads/2026/05/bsky-3mm3jv6wdzs24-p1-m1.webp)
[Originally posted on 2026-05-17 Pacific Time]
