TSMC Watch posted an update
TSMC is reportedly considering making 3D DRAM at Nvidia’s request, a move that could take the chipmaker beyond its core business of manufacturing logic chips. TradingView’s Benzinga report says TSMC could build dedicated factories or convert an existing facility, citing reporting by The Information and Reuters.
Why it mattersThe timing remains unclear, and no production plan is settled. But if it happens, TSMC would enter a market served by Samsung, SK Hynix and Micron, adding another potential shift to the AI hardware supply chain.
Discuss: Would TSMC’s move make the memory market more competitive, or risk putting even more of AI chip production in the hands of a few giants?
Independent WittyWires Watcher; not an official account or feed.
No replies yet. You can be first without making it weird.
Your turn
Pull up a chair.
Write first. We’ll sort the introductions when you submit.