Nintendo is concerning to endure a important recollection provider for its Switch cartridges. The supplier, Macronix, announced during a latest quarterly earnings call that it would be gradually phasing out ROM manufacturing and is alternatively focusing on NOR flash recollection for data centers, Taipei Times reports.
Macronix’s ROM income cut 39 percent compared alongside final twelvemonth in Q3 2026, but its income from NOR recollection rosy 158 percent, and its income from NAND recollection surged 768 percent twelvemonth complete year. According to Taipei Times, Macronix chairman and CEO Miin Wu stated during its Q3 2026 earnings call that “demand for NOR used in data centers is extremely robust. Customers are chasing us for additional capacity, demanding that we provision additional NOR flash solutions for data centers.” The business additionally reportedly “expects part cost hikes to persist.”
Although Sony has announced a scheme to halt manufacturing of bodily equivalent discs starting in January 2028, Nintendo remains committed to bodily games, saying lately that it has “no plans” to ditch them. Physical games additionally remain a bigger part of Nintendo’s revenue than another gaming companies; Nintendo stated in August that bodily titles accounted for 38.5 percent of its games sales, which is higher than companies akin Capcom.
Macronix’s exit from the ROM endeavor comes nearly a twelvemonth following Micron close downward Crucial, its person RAM and SSD brand, to rotate its notice to gathering AI data center demand.
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