New TSMC Memory Technology and Industry Insights
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16:38, 09.11.2026
It has become clear that TSMC is going further into the production of advanced memory chips. Such intentions are mainly oriented toward the AI hardware market segment. Because of Nvidia's requests (its biggest customer), TSMC is already trying to create a 3D DRAM advanced memory chip.
Insights into the memory chip production
According to the recently revealed information, TSMC is planning to build new factories specifically for the production of the new chips. However, there haven’t been any specific dates or plans shared yet.
The company might be acquiring an already constructed plant with the intention of converting it for memory production. This year, a similar strategy has already been achieved by Micron.
As for the new technology of 3D DRAM memory, it functions by stacking memory cells vertically, which can significantly improve performance.
Such ambitious plans from TSMC come at a time when prices are skyrocketing because of an AI-driven shortage. Now all the companies are actively searching for additional supply sources.
If TSMC can turn these plans into reality, it would compete with major players like Micron and Samsung Electronics.
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