TSMC considers making advanced memory chips, The Information reports
The chipmaker is weighing new or converted factories as AI demand tightens memory supply and pushes prices higher, the report said.
- Bloomberg reported that TSMC is considering making DRAM, citing The Information. The company began drafting plans to produce the chips at Nvidia's request.
- Memory shortages remain severe as AI data centers consume supply, pushing prices higher. Micron expects the shortage to persist into 2028, intensifying pressure on chip designers.
- TSMC vice president Hsu Kuo-chin is leading the initiative to manufacture advanced memory chips. The company is evaluating whether to construct new factories or purchase and convert existing facilities.
- Entering the market would challenge competitors like SK Hynix, which plans to spend $720B on new plants. Separately, Elon Musk is planning a $55B chip plant to reduce reliance on Micron.
- In October, Nvidia requested that Samsung, SK Hynix, and Micron use TSMC's 3nm process to build the base layer of its custom HBM. This orchestration underscores deepening integration between memory and foundry sectors.
9 Articles
9 Articles
TSMC is weighing a move into AI memory chips at Nvidia's request
TSMC is considering making advanced memory chips and has begun drafting plans for 3D DRAM at Nvidia’s request, The Information reports. It would put TSMC up against Samsung, SK Hynix and Micron as AI demand keeps memory scarce. TSMC is considering making advanced memory chips, Bloomberg reported on Friday, citing The Information. The move would […] This story continues at The Next Web
TSMC considers making advanced memory chips, The Information reports
TSMC Mulls Making Advanced AI Memory Chips, Information Says
Taiwan Semiconductor Manufacturing Co. is considering broadening its business to include advanced memory chip manufacturing, The Information reported, a move that would give the world’s largest chipmaker an even bigger share of the AI hardware supply chain.
Taiwanese company is studying entering the manufacturing of 3D DRAM at the request of Nvidia, in a memory market under pressure from the demand for artificial intelligence data centers. The initiative is still in the planning phase and could face it with Samsung, SK Hynix and Micron.
Taiwan's TSMC, the world's largest contract chip manufacturer, is considering expanding into advanced chip manufacturing, a move that would give the company access to an even larger share of the AI hardware supply chain.
Coverage Details
Bias Distribution
- 67% of the sources are Center
Factuality
To view factuality data please Upgrade to Premium
