旺宏据报退出任天堂ROM芯片业务
旺宏据报正逐步退出ROM芯片业务，不再开发新的ROM产品，并计划将378亿元新台币资本支出投向AI数据中心所需的NOR和NAND闪存。最新季度ROM业务占营收5%，低于一年前的26%；ROHM Semiconductor和LAPIS Semiconductor仍可向任天堂供应相关芯片。
这一调整把AI数据中心存储需求与任天堂实体游戏供应链联系起来，但卡带成本及Switch 2所受影响仍不确定。
The death of physical games could be getting closer as Macronix, one of Nintendo’s key ROM chip suppliers for Switch and Switch 2 game cartridges, is reportedly shutting down its ROM business to focus on manufacturing NOR and NAND flash chips to supply data centers, multiple reports claim. Storage is already becoming expensive, and Macronix’s move may force Nintendo to increase cartridge prices, produce more Game-Key cards, or lean more towards digital purchases.
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#Macronix#Nintendo#ROHM Semiconductor#LAPIS Semiconductor#MegaChips#Nintendo Switch#Nintendo Switch 2