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[News] NVIDIA-Linked Groq Reportedly Eyes Shift From SRAM to 3D-Stacked DRAM ...

Published

22 October 2026

Topic

opportunities

◆ Sectors

Semiconductors

◆ Geography

United States

◆ Source

Read at trendforce.com →

◆ Verified

Fusion42 · 22 October 2026 · Fusion42 review

Groq, an AI chip company linked to NVIDIA, is considering shifting from SRAM-centric designs to using 3D-stacked DRAM to address increasing on-chip memory capacity demands for next-generation AI chips. Samsung manufactures Groq 3 LPU chips at its 4nm process facility, with foundry competition from TSMC underway as AI memory needs escalate.

This Wire brief sits within Fusion42's coverage of Semiconductors.

◆ ◆ The Wire takeaway

Your AI chip designs must adapt to newer memory tech as SRAM hits capacity limits and 3D-stacked DRAM opens fresh paths. Foundry choices will shape who can meet surging AI memory demands fastest.

◆ Coverage

1 source · 22 Oct 2026

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Semiconductorsai-chipsmemory-architecture3d-stacked-dramsramfoundry-competitiongroq