Tech

Nintendo is losing a Switch cartridge supplier

Read full article at source ↗

Based on a feed excerpt; full article content has not been acquired. Source evidence retrieved 04/11/2026, 17:16:24 UTC.

Briefings

Nintendo faces potential disruption to its Switch cartridge supply chain as supplier Macronix shifts production away from ROM memory toward data center NOR flash. Macronix reported a 39% drop in ROM revenue in Q3 2026 while NOR memory revenue surged 158% and NAND memory revenue jumped 768% year over year. Macronix CEO Miin Wu stated that demand for NOR used in data centers is very robust, indicating a strategic pivot away from Nintendo's current ROM needs. The article notes that Nintendo is about to lose a major memory supplier for its Switch cartridges.

Key points

• Macronix is phasing out ROM production and focusing on NOR flash memory for data centers.
• Macronix ROM revenue fell 39% in Q3 2026 while NOR memory revenue rose 158% year over year.

Context

Nintendo is losing a major memory supplier for its Switch cartridges. 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.

Limitations

Evidence is limited to Macronix's Q3 2026 earnings call and Taipei Times reporting. Uncertainty exists regarding the timeline of the shutdown and potential impact on Nintendo's production schedules. No specific dates for the shutdown are provided, and the article does not confirm if Nintendo has already lost the supplier or if the transition is imminent.

Generated by Bittrees-hosted qwen35-2b sha256:aaf42c8b7c3c on 04/11/2026, 18:59:50 UTC. Based on publisher-provided feed evidence; may not cover the full original article. Check the source for details.

View archived briefing on IPFS
bafybeic24bchagxnjoiuhqfim23hsnlebo3ullg55x2tspe5a4iuvjgyki