Macronix to phase out ROM production, a key supplier for Nintendo Switch cartridges

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Nintendo is set to lose one of its major memory suppliers for Switch game cartridges. Taiwanese chipmaker Macronix said on a recent quarterly earnings call that it will gradually wind down ROM production. The company is shifting its focus toward NOR flash memory for data centers, where demand is strong. Its ROM revenue dropped 39 percent year over year in Q3 2026, while NOR and NAND revenue rose sharply. Macronix's chairman and CEO described data center demand for NOR memory as very robust.

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