TSMC weighs making memory chips at Nvidia's request

TSMC is considering entering advanced memory chip production, specifically 3D DRAM, at Nvidia's request. This would expand TSMC's AI hardware role and put it in competition with major memory chipmakers like Samsung, SK Hynix, and Micron amid rising AI-driven memory demand.

This Wire brief sits within Fusion42's coverage of Semiconductors, and 20 sources have reported it between 6 Nov 2026 and 8 Nov 2026.