EQUIPThe Verge · 1h ago
Nintendo is losing a Switch cartridge supplier
Executive Brief
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Nintendo faces supply chain shifts as Macronix phases out ROM production to prioritize data center NOR flash memory. Executives should monitor potential impacts on cartridge availability and hardware production timelines as the supplier redirects focus.
- 01Macronix is exiting ROM production due to a thirty-nine percent decline in segment revenue
- 02Supplier resources are shifting toward high-growth NOR flash memory markets for data centers
- 03Phased withdrawal from ROM manufacturing forces Nintendo to secure alternative physical media suppliers
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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 with last […]