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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 100.52+2.4%9:35 AM EST

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To: Elroy who wrote (2857)5/9/2025 7:47:54 AM
From: Elroy  Read Replies (1) of 2966
 
Memory Chips Used in the Nintendo Switch 2System RAM

The Nintendo Switch 2 uses 12 GB of LPDDR5X RAM, arranged as two 6 GB modules. These modules are manufactured by SK Hynix and are rated for speeds up to 8,533 MT/s, though they are likely to be downclocked to 6,400 MT/s when docked and even lower in handheld mode to conserve power 1 2. Some sources also mention the use of Micron LPDDR5X-7500 modules, but the consensus from teardowns and shipping records points to SK Hynix as the primary supplier 2 8 18.

Internal Storage

For internal storage, the Switch 2 is equipped with 256 GB of UFS 3.1 flash storage. This storage is significantly faster than the eMMC used in the original Switch, offering read speeds up to 2,100 MB/s 2 8 10.

Expandable Storage

The Switch 2 introduces support exclusively for microSD Express cards for expandable storage, a major shift from the original Switch's compatibility with standard microSD, microSDHC, and microSDXC cards 9 11 17 19. MicroSD Express cards are based on the NVMe protocol and deliver read/write speeds up to 900 MB/s, which is roughly four times faster than the UHS-I microSD cards used in the original Switch 9 14. Only microSD Express cards with the "EX" symbol are supported, and capacities up to 2 TB are officially recognized, though such high-capacity cards may not yet be widely available

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Ok, sounds like it will be a UFS 3.1 controller chip.

I wonder about the price per chip? I thought UFS was historically about 50 cents each, but the SIMO IR guys said "a few dollars each" in an investor presentation in March. That's a pretty big difference, which is correct? I wonder.
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