Business2 sources
Sources: TSMC is considering expanding into manufacturing 3D DRAM at the request of Nvidia, its biggest customer, amid memory chip shortages (Qianer Liu/The Information)
Techmeme ·
The Brief
- TSMC is considering expanding into manufacturing 3D DRAM, according to sources cited by The Information.
- The move would reportedly be at the request of Nvidia, TSMC's biggest customer, amid memory chip shortages.
- The report describes an early consideration, not an announced decision or product.
Why it matters
If TSMC enters advanced memory manufacturing, it could add supply for AI hardware that is currently constrained by memory shortages, and it would widen TSMC's role in the AI hardware supply chain.
Who’s affected
- Teams planning AI hardware supply and memory procurement
- #tsmc
- #dram
- #memory
- #semiconductors
- #ai-hardware
- #supply-chain
Qianer Liu / The Information : Sources: TSMC is considering expanding into manufacturing 3D DRAM at the request of Nvidia, its biggest customer, amid memory chip shortages — Taiwan Semiconductor Manufacturing Co. is considering expanding into the advanced memory chip…
Timeline
The Information reports TSMC is considering expanding into 3D DRAM manufacturing
Bloomberg Technology
TSMC Mulls Making Advanced AI Memory Chips, Information Says
Techmeme
Sources: TSMC is considering expanding into manufacturing 3D DRAM at the request of Nvidia, its biggest customer, amid memory chip shortages (Qianer Liu/The Information)
Full coverage · 2 sources
- 2h ago ↗
Techmeme
Sources: TSMC is considering expanding into manufacturing 3D DRAM at the request of Nvidia, its biggest customer, amid memory chip shortages (Qianer Liu/The Information)
- 3h ago ↗
Bloomberg Technology
TSMC Mulls Making Advanced AI Memory Chips, Information Says