TSMC 3D DRAM report linked to Nvidia draws response

What happened

According to a report by The Information on the 6th (the source gives no complete year or month), TSMC was reported to be considering producing three-dimensional dynamic random-access memory (3D DRAM) at Nvidia's request. TSMC has since reaffirmed its focus on logic-chip foundry services. The report noted that such a move would put the world's largest contract chip manufacturer in competition with established DRAM producers Samsung Electronics, SK hynix and Micron Technology. The matter remains at the consideration stage as reported, not a confirmed production plan.

Impact and signal

Affected components and suppliers

Source and time

Source: eeNews Europe · 11/10/2026 · View original source