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.

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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.

A patterned silicon wafer sits in semiconductor equipment while a cleanroom worker operates a control panel; “Rw” appears on the frame.

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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