TSMC is Reportedly Considering 3D DRAM Production

What happened

According to a report from The Information, which cites sources close to the plans, TSMC, the world's largest chipmaker, is reportedly considering entering the memory sector and contemplating starting the production of 3D DRAM, reportedly at the request of its largest customer, NVIDIA. The source states there is a desperate need for more DRAM output from the three major memory makers (SK Hynix, Samsung, and Micron); new manufacturing capacity is being developed, but even when it comes online there might still be a supply imbalance. Conventional DRAM is currently produced by the big three, which plan to advance into 3D DRAM production beyond what HBM currently offers; Micron recently confirmed the 3D approach is the only way to effectively scale memory, and Micron decided not to bring 4F² DRAM to market despite claiming to have invented the cell design and researching it for around two decades, opting instead for 3D DRAM. The event remains a reported evaluation under consideration, with no implemented capacity decision.

Impact and signal

Affected components and suppliers

Source and time

Source: TechPowerUp · 11/6/2026 · View original source