AI memory boom claims another victim as major Nintendo Switch cartridge chip supplier exits ROM business

https://www.techspot.com/images2/news/ts3_thumbs/2026/11/2026-11-05-ts3_thumbs-ab4.jpg

Serving tech enthusiasts for over 25 years.
TechSpot means tech analysis and advice you can trust.

The big picture: Memory makers have spent most of this year steering their factories toward AI data centers, a shift that is reportedly impacting the chips inside Nintendo Switch game cartridges. Taiwanese chipmaker Macronix is one of the main suppliers of the ROM in those cards. It's now winding down that business to make more flash memory instead. That said, Nintendo likely won't run short of cartridges anytime soon.

MST Financial analyst David Gibson posted about the change on X after digging through the company's latest quarterly report. Macronix won't develop any new ROM products from here on. The latest quarter is also the last in which Macronix will report ROM sales separately. Those sales made up just 5% of revenue, down from 26% a year earlier.

Meanwhile, the rest of Macronix's business...

Copyright of this story solely belongs to www.techspot.com. To see the full text click HERE

Read more

https://images.wsj.net/im-12250625/social

Sources: at Jensen Huang's election event, tech executives expressed concern over anti-data center results; OpenAI discussed resetting its 2027 capacity plans

Featured Podcasts Training Data: Bringing Continual Learning to Every Company: Trajectory's Ronak Malde Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications. Subscribe to Training Data. Big Technology Podcast: Will the Democrats' Big

https://platform.theverge.com/wp-content/uploads/sites/2/2025/07/STK160_X_TWITTER_2__A.jpg?quality=90&strip=all&crop=0%2C10.732984293194%2C100%2C78.534031413613&w=1200

X is rolling out a redesigned web app country by country for signed-in users, with a single unified server, saying it improves load times over slow connections

Featured Podcasts Training Data: Bringing Continual Learning to Every Company: Trajectory's Ronak Malde Sequoia Capital partners host conversations with leading AI builders and researchers to develop a deeper understanding of the evolving technologies and their implications. Subscribe to Training Data. Big Technology Podcast: Will the Democrats' Big