➀ Analyst predicts supply constraints for Nintendo Switch 2 post-launch; ➁ Expected to sell 4.3 million units in the U.S. in 2025; ➂ Similar to past Nintendo hardware releases.
Recent #Supply Constraints news in the semiconductor industry
➀ NVIDIA reported a Q3 revenue of $35.1 billion with a gross margin of 74.6%, much of which comes from its Data Center business; ➁ NVIDIA's GeForce RTX Gaming and AI PC sector saw a 15% revenue growth year-over-year, but a shortage is expected in the current quarter; ➂ NVIDIA CFO Colette Kress indicated a shift in focus to the next-gen Blackwell-powered GeForce RTX 50 Series, with the launch expected in early 2025.