Macronix Quits Nintendo ROM Chip Supply for AI — SkimNews

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- According to reports, Macronix is quitting Nintendo ROM chip supply to focus on chips for AI data centers.
- Nintendo is losing a Switch cartridge supplier as the tech memory shortage reaches its cartridge supply chain.
- The report projects Game-Key cards increasing as large game storage chips become scarce.
Why it matters: Macronix, one of Nintendo's ROM chip suppliers, is pulling out of Nintendo's ROM chip supply just as large game storage chips grow scarce, so the direct consequence is a mix shift in Nintendo's cartridge business, with Game-Key cards filling a larger share as capacity tightens.
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