Taiwan Semiconductor Manufacturing Co. (TSMC) is reportedly considering expanding into advanced memory chip production, a significant strategic shift for the world’s leading logic chip foundry. The move is said to be at the request of major customer Nvidia, as demand for memory chips used in artificial intelligence hardware surges and supplies tighten.
TSMC has reportedly begun drafting internal plans to manufacture 3D DRAM, a high-capacity memory that stacks cells vertically. Entering the market would put the company in direct competition with established memory makers Samsung, SK Hynix and Micron.
TSMC has not confirmed the plans. The reported discussions underscore the memory supply constraints created by the AI boom.