Overview

• Nintendo has enlisted Samsung to manufacture custom NVIDIA-designed chips for the Switch 2 using Samsung's 8-nanometer process node.
• The partnership is expected to accelerate production, potentially enabling Nintendo to ship up to 20 million units by March 2026, exceeding its official 15 million-unit sales forecast for the first year.
• Switch 2 preorders have sold out globally, with 2.2 million purchase applications received in Japan alone, highlighting significant supply constraints.
• This move marks a shift from Nintendo's reliance on TSMC for chip production, with Samsung also pushing for OLED panels in potential future hardware revisions.
• Nintendo has not disclosed its suppliers but stated it does not anticipate component shortages that impacted the original Switch's launch.