Nintendo is losing a Switch cartridge supplier
Macronix, a major supplier of ROM chips for Nintendo Switch cartridges, announced plans to gradually exit ROM production. The company is reallocating resources toward higher-margin NOR memory for data centers, where demand is surging. Macronix's ROM revenue fell 39% year-over-year in Q3 2026, while NOR memory revenue rose 158% and NAND memory surged 768%, reflecting the market shift.
Key points
- Macronix phasing out ROM production for Switch cartridges
- Shifting focus to data center NOR flash memory with robust demand
- ROM revenue declined 39% while NOR and NAND memory rose significantly
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