Macronix Phases Out ROM Business After 39% Sales Drop, Pressuring Switch Cartridges
Updated
Updated · Kotaku · Nov 4
Macronix Phases Out ROM Business After 39% Sales Drop, Pressuring Switch Cartridges
3 articles · Updated · Kotaku · Nov 4
Summary
Macronix said it is gradually ending ROM production after ROM sales fell 39% year over year, with Q3 2026 the last quarter it will report ROM sales separately.
5% of Q3 sales came from ROM, down from 26% in Q2 2025, as the Taiwanese chipmaker shifts capacity toward higher-growth NOR for data centers and NAND.
Nintendo could feel the impact because Macronix is its main ROM supplier for Switch cartridges, though analysts said it is not the only supplier and there is no immediate shortage signal.
Switch 2 cartridges appear insulated because they use NAND flash from ROHM Semiconductor, while Nintendo's digital software sales already reached 61.5% in April-June 2026.