#Macronix

Macronix, a supplier of ROM for Nintendo Switch cartridges, is cutting production in favor of NOR Flash for data centers amid the AI boom. ROM revenue fell 39% quarterly, while NOR Flash grew by 158%.

Taiwan's Macronix is stopping the development of new ROM chips and shifting capacity to NOR Flash and NAND memory. The decision affects a long-time Nintendo Switch cartridge supplier and could impact the cost of physical games.