Nintendo is losing a Switch cartridge supplier
Nintendo is about to lose a major memory supplier for its Switch cartridges. The supplier, Macronix, announced during a recent quarterly earnings call that it would be gradually phasing out ROM production and is instead focusing on NOR flash memory for data centers, Taipei Times reports. Macronix's ROM revenue fell 39 percent compared to last […]
Macronix, a leading supplier of Nintendo's Switch cartridges, is set to exit the ROM business as its data center memory demand surges. At a recent quarterly earnings call, the company announced it will gradually phase out ROM production and shift its focus to NOR flash memory for data centers. Macronix's ROM revenue dropped 39 percent year-over-year in Q3 2026, but its revenue from NOR memory increased 158 percent and its NAND memory revenue surged 768 percent.
Macronix CEO Miin Wu stated that demand for NOR flash memory used in data centers is robust, and customers are demanding more capacity. Although Sony plans to stop production of physical game discs starting in January 2028, Nintendo remains committed to physical games, which make up 38.5 percent of its sales, higher than companies like Capcom.
Macronix's departure from the ROM business follows Micron's recent decision to shut down its consumer RAM and SSD brand, Crucial, to focus on AI data center demand.
Written by urgent.news from The Verge's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
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