TSMC Plans to Enter Advanced Memory Chip Manufacturing for NVIDIA

Chainthink

Release Time: 2026/11/06 14:33:58

Summary

TSMC is reportedly planning to enter the advanced memory chip manufacturing sector, having taken initial steps to produce 3D DRAM at NVIDIA’s request. 3D DRAM stacks memory cells vertically, increasing capacity beyond traditional single-layer designs. Samsung, SK Hynix, and Micron dominate the market and are also developing 3D DRAM. Rising AI demand has led to memory shortages and price increases, prompting companies like NVIDIA and Apple to diversify their supplier base. Apple raised device prices earlier this year due to higher memory costs. Traders monitoring altcoins to watch may see ripple effects as the Fear & Greed Index reacts to supply chain shifts.

ChainThink reports, according to The Information, two sources said TSMC is considering entering the advanced memory chip manufacturing sector and has begun planning the production of 3D DRAM in response to NVIDIA's demands.

3D DRAM increases capacity by vertically stacking memory cells, unlike traditional DRAM, which places memory cells in a single layer. Currently, Samsung Electronics, SK Hynix, and Micron Technology dominate memory chip manufacturing and are all developing 3D DRAM technology.

AI hardware demands are straining memory chip supplies and driving price increases, prompting chip design companies like NVIDIA and Apple to seek additional sources. Apple raised device prices earlier this year due to rising memory costs.

Source:Show original

Disclaimer: The information on this page may have been obtained from third parties and does not necessarily reflect the views or opinions of KuCoin. This content is provided for general informational purposes only, without any representation or warranty of any kind, nor shall it be construed as financial or investment advice. KuCoin shall not be liable for any errors or omissions, or for any outcomes resulting from the use of this information. Investments in digital assets can be risky. Please carefully evaluate the risks of a product and your risk tolerance based on your own financial circumstances. For more information, please refer to our Terms of Use and Risk Disclosure.