Macronix announced it will gradually phase out ROM production after experiencing a 39 percent year-over-year revenue drop in that segment during the third quarter of 2026. The company is pivoting resources to address soaring enterprise demand for NOR flash memory, which saw revenue surge by 158 percent alongside an anticipated persistence in chip price increases. Meanwhile, Nintendo remains firmly committed to physical media, which accounted for 38.5 percent of its total game sales as of August.
Key points
Macronix is phasing out ROM production to prioritize high-demand NOR flash memory solutio…: Macronix is phasing out ROM production to prioritize high-demand NOR flash memory solutions for data centers.
Nintendo confirmed it has no plans to abandon physical game manufacturing despite losing…: Nintendo confirmed it has no plans to abandon physical game manufacturing despite losing a critical component supplier.
The memory manufacturer anticipates that rising chip prices will persist as enterprise an…: The memory manufacturer anticipates that rising chip prices will persist as enterprise and AI data center needs grow.
Sources checked by our analysis pipeline: 1
Nintendo is about to lose a major memory supplier for its Switch cartridges. The supplier, Macronix, announced during a recent quarterly earnings call that it would be gradually phasing out ROM production and is instead focusing on NOR flash memory for data centers, Taipei Times reports.
Nintendo is losing a Switch cartridge supplier
Nintendo ROM supplier Macronix is leaving the business as demand for its data center memory booms.
Nintendo ROM supplier Macronix is leaving the business as demand for its data center memory booms.
Macronix’s ROM revenue fell 39 percent compared to last year in Q3 2026, but its revenue from NOR memory rose 158 percent and its revenue from NAND memory surged 768 percent year-over-year. According to Taipei Times, Macronix chairman and CEO Miin Wu said during its Q3 2026 earnings call that “Demand for NOR used in data centers is very robust. Customers are chasing us for more capacity, demanding that we deliver more NOR flash solutions for data centers.” The company also reportedly “expects chip price hikes to persist.”
Market observers are evaluating the latest financial performance details from the semiconductor manufacturer to clarify outstanding business questions. This recent assessment focuses on core operational fundamentals following the firm's earnings release. The findings aim to outline critical developments that could influence the company's trajectory moving forward.
The connected television software company relies on advertising and free ad-supported streaming television partnerships to generate revenue across living room displays. With rapid expansion driving a substantially larger consumer base year over year, the firm is strengthening its balance sheet through blended financing. This capital injection positions the business to support its widening reach in the competitive smart television landscape.
Global media giant NBCUniversal and venture firm Hornbill have joined forces to back the parent entity of the Story TV platform. The substantial capital infusion positions the digital entertainment venture to scale its footprint in the regional microdrama market. This financial milestone reflects growing investor confidence in bite-sized streaming formats.