TSMC is apparently considering getting into the RAM business at the request of Nvidia.
The gist
TSMC reportedly began drafting plans to make 3D DRAM at Nvidia's request, lifting its US shares over 6%.
Its entry could reshape a memory market led by Samsung, SK hynix and Micron.
How it unfolded
- Oct 2026Nvidia reportedly asked Samsung, SK Hynix and Micron to build the base layer of its custom HBM memory on TSMC's 3nm process.
- Nov 6, 2026The Information reported, citing two people with direct knowledge, that TSMC recently began drafting plans to make 3D DRAM at Nvidia's request.
- Nov 6, 2026TSMC's American depositary receipts rose more than 6% in early trading Friday after the report.
Key terms
- 3D DRAM
- A type of semiconductor memory that stores each bit in a cell made of a capacitor and a transistor, and loses data without power.
- foundry
- A semiconductor factory that manufactures integrated circuits for other companies that design chips but do not produce them.
- HBM
- A memory interface using 3D-stacked DRAM chips to deliver very high bandwidth, often paired with graphics accelerators.
Source: Wikipedia