{"author":{"username":"icetoad","displayName":"Icetoad 🍕 🎩 🐈","fid":190218},"timestamp":"2026-11-07T18:52:05.000Z","text":"Nintendo is being crowded out directly on the foundry floor of Macronix by:\n\n- SpaceX contract for ruggedized NOR flash and eMMC NAND flash memory. Those are actually for low earth orbit satellites, not data centers.\n\n- Macronix makes flash components for NXP Semiconductors, who are the leaders in automotive professors.\n\nWhen it comes to AI, those names art public, but what I'm seeing says:\n\n\"While the individual names of the data center clients are kept confidential under enterprise NDAs, financial analytics indicate where the hardware goes:\n\n• Macronix has joined the UCIe (Universal Chiplet Interconnect Express) consortium to develop data center enterprise chiplet packages.\n\n• Their data center NOR flash memory is being funneled into the hyper-scale AI server clusters operated by major cloud service providers (the primary buyers of AI infrastructure, such as Microsoft, Google, and Amazon Web Services) to handle secure system boot-ups, data encryption, and AI inference routing.\"\n\n","farcaster":"https://farcaster.xyz/icetoad/0x88715bba","firefly":"https://firefly.social/post/farcaster/0x88715bba14fa6de4a842a3ae85c66c4e655c1446","note":"author hasn't signed the social smart contract; the cast may be restricted on farcaster.xyz"}