TSMC’s Reported 3D DRAM Plans: What Buyers Should Know
The race to secure AI memory supplies is putting TSMC’s manufacturing ambitions under scrutiny.
According to The Information, Taiwan Semiconductor Manufacturing Co. (TSMC) is considering producing 3D DRAM at Nvidia’s request. However, TSMC subsequently told Tom’s Hardware that it remained focused on its dedicated foundry business and serving the global logic-chip industry.
For businesses buying servers and PCs, the report offers no firm timetable for additional memory supply or lower costs.
TSMC is already the world’s largest contract semiconductor manufacturer, producing chips used in data centers, smartphones, and high-performance computing. It is a primary manufacturer of chips designed by Nvidia, Apple, AMD, and Qualcomm.
Strong demand for advanced chips has put pressure on TSMC’s manufacturing capacity. The chipmaker has also reportedly discussed price increases of up to 10 percent with its largest customers.
TSMC’s planned Arizona expansiontotals $265 billion and includes 10 fabrication plants, two advanced packaging facilities,...
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