--- format: "aidr-story-markdown/v1" id: "278003d36815ec147dd623b01dc4699f20cf9494cb9d9165817de5e41efc7f7c" canonical_url: "https://aidr.today/278003d3?lang=en" title: "TSMC Weighs Next-Generation Memory Production to Create Fourth AI Chip Source for Nvidia" lang: "en" requested_lang: "en" available_langs: ["en","vi"] translation_fallback: null fallback_fields: [] published_at: "2026-11-10T15:23:46.000Z" category: "Chips" topics: ["nvidia"] source_urls: ["https://marketbrief.now/tech/tsmc-weighs-next-generation-memory-production-to-create-fourth-ai-chip-s-202b5d7a","https://huggingnews.com/tech/tsmc-weighs-next-generation-memory-production-to-create-fourth-ai-chip-s-202b5d7a"] summary: "TSMC has reportedly begun drafting designs for vertical-stack memory cells to help its largest client mitigate a global shortage of hardware. TSMC is exploring the production of 3D DRAM to provide Nvidia with a fourth supplier for advanced memory, an effort led by Vice President Hsu Kuo-chin that would put the company in direct competition with Samsung, SK Hynix, and Micron. A TSMC spokesperson has denied the report, stating the company remains a pure-play logic foundry and intends to maintain that strategic focus." --- # TSMC Weighs Next\-Generation Memory Production to Create Fourth AI Chip Source for Nvidia > [Open the canonical story]() **Published:** 2026-11-10T15:23:46.000Z **Category:** Chips **Topics:** nvidia ## Summary TSMC has reportedly begun drafting designs for vertical\-stack memory cells to help its largest client mitigate a global shortage of hardware\. TSMC is exploring the production of 3D DRAM to provide Nvidia with a fourth supplier for advanced memory, an effort led by Vice President Hsu Kuo\-chin that would put the company in direct competition with Samsung, SK Hynix, and Micron\. A TSMC spokesperson has denied the report, stating the company remains a pure\-play logic foundry and intends to maintain that strategic focus\. ## Sources - [Story source]() - [Story source]()