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TSMC's 3D DRAM Rumor and Swift Denial
A report said NVIDIA asked TSMC to build 3D DRAM amid the AI memory crunch, but TSMC swiftly denied it, reaffirming its pure-play logic foundry focus.
2026-11-06 ~ 2026-11-08 · 2 episodes · 6 posts
Episode 1 · TSMC Plans 3D DRAM Production at Nvidia's Request (2026-11-06, 4 posts)
Nvidia has asked TSMC to become a fourth advanced memory supplier amid the AI memory shortage, with TSMC drafting plans for 3D DRAM led by packaging executive Kuojen Kuo, though new supply is not expected before 2028.
- Nvidia reportedly asks TSMC to plan 3D DRAM, aimed at 2028 memory price leverage — tengyanAI · 2026-11-06
- Report: Nvidia asks TSMC to produce next-gen 3D DRAM amid global AI memory shortage — Polymarket · 2026-11-06
- Report: Nvidia asks TSMC to build 3D DRAM, adding a 4th advanced memory supplier — rohanpaul_ai · 2026-11-07
- TSMC reportedly weighing in-house 3D DRAM production at Nvidia's request — mark_k · 2026-11-08
Episode 2 · TSMC Denies Developing 3D DRAM at Nvidia's Request (2026-11-08, 2 posts)
TSMC publicly denied reports that it began drafting a 3D DRAM plan at Nvidia's request, reaffirming its focus on pure logic foundry amid AI demand straining DRAM supply.
- TSMC denies 3D DRAM plans at Nvidia's request, stays pure-play logic foundry — rohanpaul_ai · 2026-11-08
- TSMC denies developing 3D DRAM at Nvidia's request, staying a pure logic foundry — rohanpaul_ai · 2026-11-08