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旺宏电子逐步退出ROM业务转向数据中心NOR闪存

1 reports1 reporting sourcesUpdated 7 hours ago

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任天堂Switch卡带主要内存供应商旺宏电子（Macronix）宣布，将逐步退出ROM生产，全面转向供应需求旺盛的数据中心NOR Flash业务。业绩数据显示，旺宏在2026年第三季度的ROM营收同比下滑39%；与之相对的是，用于数据中心的NOR营收同比增长158%，NAND营收同比激增768%。数据中心相关业务的爆发式增长推动了其业务重心的战略调整。

AI-generated from reports · Updated 7 hours ago

Latest developmentsNov 5 01:03
旺宏电子宣布逐步退出ROM生产，全面转向数据中心NOR闪存业务。

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Nov 5
  1. The Verge · AI 筛选Selected
    Nintendo Switch Cartridge Supplier Macronix to Phase Out ROM Business, Shifting Focus to Data Centers

    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.

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