TSMC weighs making 3D DRAM for Nvidia, the memory business Morris Chang left to others
The Information says TSMC recently began drafting 3D DRAM plans for its biggest customer Nvidia.
By RuntimeWire Staff · Published · Updated
Primary source: Bloomberg Technology
Why it matters
A TSMC entry into 3D DRAM would push the world's largest contract chipmaker into direct competition with Samsung, SK hynix and Micron while complicating its HBM partnership with SK hynix. For Nvidia, the appeal is tighter control over a scarce input that can limit AI system shipments.

Taiwan Semiconductor Manufacturing Co., founded by Morris Chang, is considering a move into advanced memory manufacturing, drafting plans for 3D DRAM at the request of Nvidia, Bloomberg reported on November 6th, citing The Information.…
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