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Rohm Steps Up as Game Card Supplier Amid Macronix Retreat

I recently wrote about how Macronix’s (旺宏) retreat from Switch “ROM” production wouldn’t have much impact, and here we got an explicit evidence:

Rohm (ローム), a Game Card 1 & 2 supplier, disclosed in the latest earnings report that their “sales in amusement [will] increase significantly and remain strong” in fiscal H2 (Oct-Mar).

Presentation slide from Rohm Financial Results for the First Half of FY2026: https://fscdn.rohm.com/en/financial/account/2603_presentation_en.pdf [FY2026 Plan] ROHM Net Sales Forecast Summary Consumer & Others (+6.6%) Sales in amusement to increase significantly and remain strong.

They originally forecasted the sales from “Consumer » Others” (this segment is mostly Game Card business; img 1 below) to grow ¥0.8B this FY, but have now revised it to a ¥3.9B increase (img 2). It appears that Rohm will step up to fill the production shortfall left by Macronix. (Did Macronix not quit but lose the business?)

Presentation slide from Rohm Financial Results for FY2025: https://fscdn.rohm.com/en/financial/account/2603_presentation_en.pdf [FY2026 Plan] Sales by Market Segment (YoY) Consumer » Others +0.8 (Billion ¥)
Presentation slide from Rohm Financial Results for the First Half of FY2026: https://fscdn.rohm.com/en/financial/account/2603_presentation_en.pdf [FY2026 Plan] Sales by Market Segment (YoY) Consumer » Others +3.9 (Billion ¥)

P.S.: The projected sales increase might be partly attributed to the Ocarina of Time remake. In the latest Q&A, Furukawa said that the game’s gotten “off to a great start”, therefore the company probably have ordered a large quantity of OOT Game Cards.

[Update on 2026-11-09] MegaChips forecasts their Game Card sales to recover in H2 … hmm.

[Originally posted on 2026-11-06 Pacific Time]