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TSMC weighs entering advanced memory chip manufacturing amid AI-driven shortages

This story is from 2026-11-06. It is preserved in the archive; the latest stories are on the live feed.

TSMC is considering expanding into advanced memory chip production and has begun drafting plans for 3D DRAM at Nvidia's request, as AI demand triggers memory shortages and price hikes.

Read the full story at Techmeme ↗

Timeline · 4 reports

  1. 2026-11-07 12:42 · DigiTimes Asia
    Global AI memory crunch drives Taiwan to launch advanced memory initiative
  2. 2026-11-06 22:00 · The Information AI
    TSMC Weighs Making Advanced Memory Chips to Capture More AI Spending
  3. 2026-11-06 17:02 · The Next Web
    TSMC is weighing a move into AI memory chips at Nvidia’s request
  4. 2026-11-06 15:05 · Techmeme
    Sources: TSMC is considering expanding into manufacturing 3D DRAM at the request of Nvidia, its biggest customer, amid memory chip shortages due to the AI boom

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