GoKawiilTSMC denies report it is developing 3D DRAM for Nvidia
TSMC publicly rejected a report from The Information claiming it was exploring 3D DRAM production at Nvidia's request amid global memory shortages. The company stated it remains a pure-play logic foundry, though the original report cited two sources saying TSMC had begun preparing plans for the initiative under VP Hsu Kuo-chin, a former Micron Taiwan executive.
GoKawiil's interpretation of the reporting above, not reported fact.
The conflicting accounts highlight how severe AI-driven memory shortages have become, turning DRAM into a strategic bottleneck that could reshape foundry business models. TSMC's denial suggests it wants to avoid signaling a shift away from its core logic business, even as pressure from its largest customer, Nvidia, for secure memory supply may be mounting behind the scenes.
- TSMC denies exploring 3D DRAM production despite a report citing insider sources.
- The Information says Nvidia requested the initiative amid AI-driven DRAM shortages.
- 3D DRAM remains years from commercial viability even for established memory makers.
Source: tomshardware.com — Anton Shilov, 2026-11-07
Published there as: “TSMC denies exploring 3D DRAM at Nvidia's request”
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