Nintendo is losing a Switch cartridge supplier

Nintendo is losing a major memory supplier for its Switch cartridges as Macronix will be phasing out ROM production and focusing on NOR flash memory for data centers, citing strong demand from customers. This comes after Macronix's ROM revenue fell 39% in Q3 2022, while its NOR and NAND memory revenue increased 158% and 768% respectively. Nintendo remains committed to physical games, which account for 38.5% of its game sales, but this development may impact the company's ability to produce cartridges. Macronix's exit from the ROM business is part of a broader trend of companies shifting focus to meet demand from the data center industry.