Update
TSMC Weighs 3D DRAM Production at Nvidia's Request
Chipmaker TSMC is reportedly planning to manufacture advanced 3D DRAM memory chips at the request of its biggest customer, Nvidia. This move marks a significant change in TSMC's strategy, as it has historically stayed out of the memory business. The project is still in its early stages with no firm capital commitments or production timeline attached. The effort aims to secure additional sources of supply for Nvidia, which is facing a severe memory shortage driven by AI demand.