Nintendo plans to shift a portion of the manufacturing of its Switch videogame console to Vietnam from China. That likely represents an acceleration of a prior plan in response to the risk of tariff increases by the U.S., though those are currently in abeyance. Console shipments have already been in decline, with total U.S. seaborne imports down 14.3% year over year in June after a 29.6% drop in the prior three months. There is evidence of stockpiling from Nintendo – its U.S. seaborne imports surged 46.2% year over year in 2Q – either to preempt tariffs, support the launch of the Switch ...