● ChipsNov 7, 2026 · 23:228 sources
TSMC Denies Reports It Is Considering Entry Into Advanced Memory Market
From marketbrief.now
AI;DR
A TSMC spokesperson denied reports that the company is considering entering the advanced memory market or exploring the production of next-generation 3D DRAM chips. This contradicts claims that the manufacturer was drafting designs for vertical-stack memory chips to assist Nvidia.
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- SUPPORT@aleabitoreddit“A $TSM Spokesperson has reportedly denied exploring 3D DRAM per Tom's Hardware.”x.com
- SUPPORT@stockmktnewz“TSMC recently started drawing up plans to make 3D DRAM, an advanced type of memory chip, at the request of Nvidia, its biggest customer”x.com
- SUPPORT@tengyanai“what it does change is the 2028 negotiation... a credible 4th supplier, even one on paper, gives nvidia leverage on price.”x.com
- SUPPORT@rohanpaul_ai“Nvidia is trying to create a 4th source of advanced memory.”x.com
- SUPPORT@theinformation“The effort could complicate TSMC's 2024 partnership with SK Hynix on high-bandwidth memory for AI processors.”x.com
- SUPPORT@photoncap“HBM is critical to GPU performance, but it's also one of the few areas where NVIDIA depends heavily on external suppliers.”x.com