Nintendo Switch cartridge ROM manufacturer exits
The gist
Macronix will stop making ROM chips, the memory used in Switch and Switch 2 cartridges, after Q3 2026.
Nintendo has other suppliers, so physical cards likely continue for now.
How it unfolded
- Nov 4, 2026Macronix announced it will exit ROM manufacturing at the end of Q3 2026, with no new ROM products after that; ROM fell to 5% of Q3 sales from 26% a year earlier.
- Nov 4, 2026Reports said Macronix will phase out ROM by the end of the third quarter of fiscal 2026 and shift to NOR and eMMC memory; none of its planned NT$37.8 billion capital expenditure goes to ROM.
- Nov 4, 2026The third quarter will be the last period Macronix reports ROM sales as a separate segment; ROM segment sales fell 39% year over year but rose 9% from the prior quarter.