The Verge · AI 筛选· Stevie Bonifield·· 8 hours agoSelectedAI score66
Nintendo Switch Cartridge Supplier Macronix to Phase Out ROM Business, Shifting Focus to Data Centers
Nintendo is losing a Switch cartridge supplier
AI guide
Macronix, the primary memory supplier for Nintendo Switch cartridges, announced it will gradually phase out ROM production to pivot fully toward high-demand data center NOR Flash. In Q3 2026, Macronix's ROM revenue fell 39% year-over-year, while data center NOR revenue surged 158% YoY and NAND revenue soared 768% YoY.
Why it matters
Explosive demand for computing infrastructure is directly squeezing upstream capacity for traditional consumer electronics, offering a baseline to assess the long-term impact of this supply chain resource reallocation.
Source:The Verge · AI 筛选 · theverge.com