TSMC reportedly weighs advanced memory push, including 3D DRAM at Nvidia's request
Beth_Kindig · x · 2026-11-13
According to The Information, TSMC is considering expanding into advanced memory chip production, reportedly including 3D DRAM at Nvidia's request. The move would ripple across memory vendors like Micrometer ($MU) and SK Hynix. If confirmed, it marks a rare extension beyond pure foundry logic and signals Nvidia's anxiety over securing memory supply for AI compute.
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