Macronix, Nintendo's primary ROM chip supplier for Switch and Switch 2 cartridges, announced it is winding down ROM chip production to focus on more profitable memory products driven by AI demand. Nintendo remains committed to physical cartridges but will need to turn to alternative suppliers like Rohm and Lapis Semiconductor, likely driving up production costs and retail prices.
Background
Macronix's ROM production now represents just 5% of its business, having dropped 39% year-over-year, as the company reallocates wafer capacity toward higher-margin NOR, NAND, and eMMC chips fueled by AI and data center demand.
- Source
- Ars Technica
- Published
- Nov 5, 2026 at 06:47 AM
- Score
- 7.0 / 10