6 November 2026
Macronix, a Nintendo ROM chip supplier, is exiting ROM production
First reported
Tom's Hardware ran this on , 2 days before the next source picked it up.
- Macronix, a Taiwanese chip maker, is phasing out ROM chips, the memory used in Switch game cartridges.
- Its ROM sales fell to 5% in the latest quarter, down from 26% a year earlier, and it will stop reporting them separately after Q3.
- Its spending is shifting toward flash memory for AI demand, so no new ROM products are planned.
Our read
Only 1 of 30 newsletters covered this, Exponential View, with Tom's Hardware as the original reporter. The archive's earlier item on this thread is Nvidia reserving advanced chip production capacity through 2028 on 2026-08-19.
Earlier on this story
Written by Newskeryx from which newsletters covered this story and from our own archive.
How it was covered
Exponential ViewAzeem Azhar
B300 chip revenue, 1 GW facility costs, grid connection delays, and permanent job numbers
Reported by Tom's Hardware