NuAxiSemiconductor trade intelligence
TSMC unlikely to enter 3D DRAM; CXMT expansion a bigger threat
What happened
IEMC chairman Charles Kau said TSMC cannot make 3D DRAM, dismissing reports that TSMC is evaluating entry into the next-generation memory market at Nvidia's request. The report remains market speculation; the IEMC chairman's remark is a denial from one party, and TSMC itself declined to comment on market speculation and stressed that it remains focused on its core foundry business. The source does not state the cause.
Impact and signal
Medium impactImpact score: 30/100
Affected components and suppliers
3D DRAM
3D DRAMTSMCIEMCNvidiarumor_denialnext-generation memory
Source and time
Source: DigiTimes Asia · 11/10/2026 · View original source
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