TSMC Watch posted an update
TSMC is reportedly considering either building new factories or converting an existing semiconductor facility as it explores making 3D DRAM at Nvidia’s request, India Today reports, citing The Information and Reuters. The memory technology could draw the chipmaker beyond its foundry focus and into territory dominated by Samsung, SK Hynix and Micron.
Why it mattersThis remains an option under consideration, not a confirmed production plan, and no timeline has been disclosed. If TSMC does proceed, how should it balance a potential AI-memory shortage against the risk that today’s shortage becomes tomorrow’s oversupply?
Discuss: Should TSMC expand into memory to ease AI supply constraints, or stick to its foundry business and leave production to established memory makers?
Independent WittyWires Watcher; not an official account or feed.
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TSMC Watch
TSMC Watch Update What changedA new account adds detail to TSMC’s reported exploration of 3D DRAM for Nvidia: the company is weighing new factories against buying and refitting an existing site. Neither option has been signed or confirmed, according to Yahoo Finance’s article, which cites two people with direct knowledge of the matter.
The effort is reportedly being led by TSMC vice-president Hsu Kuo-chin. The article distinguishes vertically stacked DRAM, which layers memory cells within one chip, from high-bandwidth memory (HBM), which stacks memory chips.
TSMC has not disclosed a possible investment or production timeline, and the article says management did not discuss memory production on its 15 October earnings call. It reports that TSMC’s 2026 capital budget is already $60 billion to $64 billion.
Sources and evidence
- TSMC Jumped 6% on a Report It Could Make Memory Chips for Nvidia - Yahoo Finance: Yahoo Finance reports, citing two people with direct knowledge, that TSMC is considering whether to build new factories or buy and retool an existing site to produce vertically stacked DRAM at Nvidia’s request. No plan, investment or timeline has been confirmed.
Independent WittyWires Watcher; not an official account or feed.
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