TSMC Denies 3D DRAM Plans, Focuses on Chip Foundry
Amidst soaring demand for AI hardware and a persistent global DRAM shortage driving up prices, a recent report from The Information suggested that TSMC was exploring the development of 3D DRAM memory at the request of its major client, NVIDIA.
Such a move could have positioned TSMC to enter a new business sector, albeit one fraught with the cyclical risks inherent in the memory market, while simultaneously bolstering its influence within the AI supply chain.
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