Nvidia Reportedly Asks TSMC to Plan 3D DRAM Amid AI Memory Squeeze

Nvidia has asked TSMC to plan next-gen 3D DRAM to counter the global AI memory shortage, per The Information—moving directly into the upstream supply chain to gain memory leverage by 2028, though no new supply will arrive before 2027 as Samsung's HBM capacity is already sold out.

2026-11-06 ~ 2026-11-06 · 2 related posts