Nintendo’s stock price has fallen by 20% since reaching a recent peak in August 2025, mainly due to the artificial intelligence (AI) surge that pushed memory prices used in the Nintendo Switch 2 gaming console up by 40%, putting significant pressure on its profit margins. In response to the rapidly increasing semiconductor demand driven by AI infrastructure expansion, the electronics and home appliance supply chains have also started feeling noticeable impacts.

In the latest episode of Tech Insights, DIGITIMES analyst Luke Lin argues that Washington’s decision to lift export restrictions on Nvidia’s H200 accelerator to China signals a shift toward managing dependency rather than forcing decoupling. Yet he stresses an overlooked reality: China may no longer feel compelled to buy the H200 at all.

Singapore will invest SGD37 billion (approx. US$28.5 billion) over the next five years under its Research, Innovation and Enterprise 2030 Plan. The funding will support semiconductor development, biopharma research, and talent programs aimed at strengthening the country’s position in high-value technology sectors.