Macronix, Nintendo's largest ROM chip supplier, prepares to exit
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Macronix, Nintendo's largest ROM chip supplier, announced in its third-quarter financial report that it plans to end ROM chip production and leave the gaming industry. Its ROM chip output has shrunk 39% over the past year and now accounts for only 5% of its total business. Nintendo will in the future have to rely on other suppliers such as ROHM and Lapis Semiconductor, and game cartridge production costs may rise further. Nintendo has promised to continue offering physical game cartridges.
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任天堂 Switch 游戏机实体游戏卡带使用的 ROM 芯片供应也受到了 AI 热的影响。任天堂最大 ROM 芯片供应商旺宏电子在其第三季度财报中宣布它准备终止 ROM 芯片生产,脱离游戏行业。旺宏电子表示,ROM 芯片的产量在过去一年中缩减了 39%,目前仅占其业务总量的 5%。ROM 芯片正逐渐被利润更高、需求更旺盛的其它存储芯片所取代。这意味着任天堂未来只能依靠其它 ROM 芯片供应商如罗姆(Rohm)和蓝碧半导体(Lapis Semiconductor),意味着游戏卡带生产成本可能会进一步上升。任天堂已经承诺未来会继续提供实体游戏卡带,不会效仿索尼只提供游戏的数字版本。