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Nintendo is losing a Switch cartridge supplier

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The Verge
By Stevie Bonifield
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Nintendo is losing a Switch cartridge supplier
Photo / Coverage: The VergeCredit: Stevie Bonifield
EXECUTIVE SUMMARY

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 year in Q3 2026, but its revenue from NOR memory rose 158 percent, and its revenue from NAND memory surged 768 percent year over year. According to Taipe

Key Takeaways

  • Nintendo is losing a Switch cartridge supplier.
  • Nintendo is about to lose a major memory supplier for its Switch cartridges.
  • Macronix's ROM revenue fell 39 percent compared with last year in Q3 2026, but its revenue from NOR memory rose 158 percent, and its revenue from NAND memory surged 768 percent year over year.

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 year in Q3 2026, but its revenue from NOR memory rose 158 percent, and its revenue from NAND memory surged 768 percent year over year. According to Taipei Times, Macronix chairman and CEO Miin Wu said during its Q3 2026 earnings call that "demand for NOR used in data centers is very robust. Customers … Read the full story at The Verge.

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