TSMC denies developing 3D DRAM at Nvidia's request, staying a pure logic foundry
rohanpaul_ai · x · 2026-11-08
TSMC has publicly denied a report that it began drafting 3D DRAM plans at the request of Nvidia, its largest customer, reaffirming that it will remain a pure logic foundry.
The backdrop: AI demand has drained DRAM supply, making memory the component that decides whether accelerators can actually ship. That gives Nvidia reason to explore 3D DRAM, which stacks memory cells vertically, though the technology remains years away from market viability.
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