{"rewrite":{"id":"r_65ba7797985d04580b26501f","clusterId":"c_585f751c50a66079a2b619d4","slug":"macronix-plans-to-wind-down-rom-business-behind-switch-game-cards","model":"deepseek-v4-1-flash","headline":"Macronix Plans To Wind Down ROM Business Behind Switch Game Cards","summary":"Macronix said at its October 27 earnings briefing that it will gradually scale down its ROM manufacturing business, the segment tied to the flash memory in Nintendo Switch game cards. Chairman Miin Wu disclosed the policy as the company reported record quarterly net profit of NT$10.95 billion. ROM sales fell 39% year on year and dropped to 5% of total sales.","whyItMatters":"The ROM segment that supplies Switch game card memory is shrinking inside a company now chasing AI-driven memory demand, so the physical card supply chain depends on how Macronix's remaining ROM output and other chipmakers cover the gap.","webCardHtml":"\u003cp\u003eChairman Miin Wu gave the policy at the October 27 briefing, where Macronix reported fiscal 2026 third-quarter net profit of NT$10.95 billion, a record high, on strong demand for generative AI memory chips. ROM accounted for 26% of total sales in the same quarter a year earlier; this quarter it fell 39% year on year and its share dropped to 5%. NAND and NOR flash sales are growing instead.\u003c/p\u003e\u003cp\u003eMST Financial analyst David Gibson wrote on social media that Macronix plans to withdraw from ROM manufacturing, that no new ROM products are planned, and that this term is the last in which the segment\u0026#39;s sales are reported separately. Switch game cards do not rely on Macronix alone: a Rohm-made chip has been confirmed in a Nintendo Switch 2 card.\u003c/p\u003e","blueskyPost":"Macronix is winding down ROM while net profit hit a record NT$10.95 billion. The memory inside Switch game cards is a shrinking line for a company doing better without it.","twitterPost":"Macronix leaves ROM as its record profit comes from elsewhere. The Switch game card's memory supplier is walking away from that line.","threadsPost":"Macronix posted record quarterly net profit of NT$10.95 billion and is scaling back ROM anyway. ROM sales fell 39% year on year to 5% of total sales, so the Switch game card's memory supply sits in a segment the company has already written off as small.","newsletterBlurb":"Macronix disclosed at its October 27 earnings briefing that it will gradually scale down its ROM manufacturing business, the segment tied to Nintendo Switch game card memory. The company posted record quarterly net profit of NT$10.95 billion on AI memory demand, while ROM sales fell 39% year on year and dropped to 5% of total sales. Switch cards are not dependent on Macronix alone; a Rohm chip has been confirmed in a Switch 2 card.","attributionJson":"[{\"source\":\"Automaton\",\"url\":\"https://automaton-media.com/articles/newsjp/20261104-477459/\",\"title\":\"Macronix, the major manufacturer behind Nintendo Switch game cards, to gradually withdraw from ROM business; core business shifts in the AI era\"}]","lintFlagsJson":null,"lintHits":0,"costUsd":0,"inputTokens":5243,"outputTokens":786,"status":"published","repairAttempts":0,"nextRepairAt":null,"factsAttemptedAt":1793785808,"createdAt":"2026-11-04T09:45:26.000Z","publishedAt":"2026-11-04T09:48:54.000Z","updatedAt":"2026-11-04T09:48:54.000Z"},"cluster":{"id":"c_585f751c50a66079a2b619d4","canonicalTitle":"Nintendo Switchの「ゲームカード」製造を支えてきた大手マクロニクス、ROM事業から段階的に撤退へ。AI時代に変わる主力","representativeArticleId":"a_735bc39223405121e0b74762","sourceCount":2,"writtenSourceCount":1,"writeAttempts":0,"isSolo":false,"entitiesJson":"{\"anime_titles\":[],\"manga_titles\":[],\"work_titles\":[],\"studios\":[\"Macronix\"],\"people\":[],\"type\":\"business\",\"domain\":\"games\",\"is_roundup\":false}","contentType":"news","status":"published","firstSeenAt":"2026-11-04T09:10:46.000Z","lastSeenAt":"2026-11-04T09:50:02.000Z","updatedAt":"2026-11-04T09:51:32.000Z"},"attribution":[{"source":"Automaton","url":"https://automaton-media.com/articles/newsjp/20261104-477459/","title":"Nintendo Switchの「ゲームカード」製造を支えてきた大手マクロニクス、ROM事業から段階的に撤退へ。AI時代に変わる主力"},{"source":"Game Spark","url":"http://www.gamespark.jp/article/2026/11/04/174469.html","title":"任天堂向けゲームカード、当面存続も徐々にデジタル移行？ROMチップ手掛けるMacronixが生産を段階的に縮小"}],"entities":{"anime_titles":[],"manga_titles":[],"work_titles":[],"studios":["Macronix"],"people":[],"type":"business","domain":"games","is_roundup":false},"keyFacts":["Macronix announced its fiscal 2026 third-quarter results on October 27 and reported net profit of NT$10.95 billion, a record high.","Chairman Miin Wu said at the briefing that Macronix plans to gradually scale down its ROM manufacturing business.","ROM sales fell 39% year on year in the fiscal 2026 third quarter and dropped to 5% of total sales, from 26% a year earlier.","MST Financial analyst David Gibson said no new ROM products are planned at Macronix and this term is the last with separately reported ROM sales.","A Rohm-made chip has previously been confirmed in a Nintendo Switch 2 game card."],"pageLinks":{"healthSlugs":["macronix"],"storySlugs":[],"entities":[{"slug":"macronix","supported":0,"disputed":0,"contradicted":0,"unverified":2,"overall":"unverified","story_count":1,"has_dossier":false}],"stories":[],"entitiesOk":true,"storiesOk":true}}