Nintendo's biggest ROM chip supplier is bowing out of the business
Macronix announced it is exiting ROM chip production for game cartridges, shifting production capacity toward more lucrative NOR, NAND, and eMMC memory chips. Nintendo Switch ROM production has declined 39% year-over-year and now represents only 5% of Macronix's revenue. With capacity capped at 25,000 wafers monthly and new capacity taking over a year to install, the company is reallocating resources to higher-margin products driven by AI industry demand.
Key points
- Macronix ending ROM chip production for Nintendo cartridges
- ROM production down 39% YoY, now only 5% of business
- AI demand for memory pushing up wafer prices
- Nintendo may face supply challenges for physical Switch games
Summary and key points written by AI from the headline and a short excerpt, so they can be incomplete or wrong. Ars Technica did the reporting; read the original for the full story.
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