CEO Miin Wu confirmed in late October 2026 that the company is gradually scaling back its ROM production. As a major chip supplier for 's cartridges, this shift marks a significant change in the supply chain for the gaming giant's hardware.
Industry analyst David Gibson noted on October 4, 2026, that this withdrawal could accelerate a shift toward digital releases and Game-Key Cards for the Switch 2. These cards contain a download key rather than a physical game, offering a hybrid distribution model.
While Nintendo has not commented on the scale-back, the company previously stated it has no plans to abandon physical media. Macronix is not Nintendo's only supplier, but the move follows 's confirmed trajectory toward a digital-only future.