Taiwan Semiconductor Manufacturing Co. (TSMC) denied reports of entering the DRAM market. The company was rumored to produce next-generation 3D DRAM for NVIDIA.
A spokesperson stated TSMC remains focused on its core business. This involves semiconductor foundry services for logic chips. The company maintains a long-standing strategy of not competing with its customers.
The rumors briefly rallied TSMC's shares. They originated from a report. NVIDIA had reportedly requested TSMC to manufacture advanced memory. This was to address ongoing shortages.
Entering the memory sector would position TSMC as a direct competitor. This includes major clients like Samsung Electronics and SK Hynix.
Industry analysts noted such a move would require overcoming significant hurdles. These include technical, financial, and patent-related challenges.