Nintendo's Primary Game Cartridge ROM Supplier Macronix Announces Phased Exit from Business

Chipmaker Macronix announced in its Q3 earnings that ROM chip production has reached the end of the line and will gradually decouple from the game cartridge business, a move that could directly affect the physical cartridge supply chain for the Nintendo Switch family. Over the past year, Macronix's ROM output declined by 39%, falling to 5% of total revenue as its limited wafer capacity is redirected toward higher-margin, surging-demand NOR, NAND, and eMMC chips.