TSMC reviews 3D DRAM production at NVIDIA's request

TSMC is reviewing production of 3D DRAM at Nvidia's request, The Information reported, though no final decision has been made. The move would extend TSMC's existing role as manufacturer of Nvidia's AI processors into memory chips, a segment currently dominated by dedicated memory makers. 3D DRAM stacks memory cells vertically within a single chip to raise density, a different approach from HBM, which stacks multiple DRAM dies to feed data to processors. The review matters because it could reshape the AI memory supply chain and deepen ties between the two companies. What to watch next is whether TSMC commits to volume production and how memory incumbents respond.