TSMC reportedly moves on 3D DRAM plan for Nvidia, led by packaging VP Hsu Kuo-chin
11/06/2026 — 11/07, 01:19·3 sources (all)·3 reports (all)·In the 2026-11-07 briefing
Key takeaways
- According to The Information, TSMC is considering producing advanced AI memory chips and has reportedly begun planning 3D DRAM at the reques…
Background & analysis
According to a November 6, 2026 report by The Information citing sources, Taiwan Semiconductor Manufacturing Co. is considering broadening its business to include advanced memory chip manufacturing. The report says the move would give the world's largest chipmaker an even bigger share of the AI hardware supply chain. The plan remains at the evaluation stage, and the company has not disclosed any capacity figures, timelines, or customer information.
Techmeme relayed the same report the same day, adding that sources say TSMC is considering expanding into advanced memory chip manufacturing at the request of Nvidia, its biggest customer, amid ongoing memory chip shortages. That expansion, if it moves forward, would include 3D DRAM, a step that would push the pure-play foundry's business beyond its usual boundaries into memory chips. As of now, the matter remains at the consideration and evaluation stage, with no official confirmation or further details from TSMC.
AI-generated from 2 reports
Latest turnTSMC is considering making advanced memory chips and has begun drafting plans for 3D DRAM at the request of Nvidia, The Information reports. The move would pit the world's largest chipmaker against Samsung, SK Hynix and Micron as AI demand keeps memory in short supply. TSMC and Nvidia did not immediately respond to requests for comment.
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TSMC is considering making advanced memory chips and has begun drafting plans for 3D DRAM at the request of Nvidia, The Information reports. The move would pit the world's largest chipmaker against Samsung, SK Hynix and Micron as AI demand keeps memory in short supply. TSMC and Nvidia did not immediately respond to requests for comment.
The Next WebAI score 59
TSMC is considering expanding into advanced memory chip manufacturing, including 3D DRAM, at the request of its largest customer Nvidia, The Information reports, citing sources. The reported move comes amid a memory chip shortage and would extend the foundry's remit into memory.
TechmemeAI score 61TSMC is considering expanding into advanced memory chip manufacturing, The Information reported, a move that could give the world's largest chipmaker a larger share of the AI hardware supply chain. The plan is still under evaluation, with no capacity, timeline or customer details disclosed.
Bloomberg TechnologyAI score 55
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