Sam Badawi(@Sam_Badawi):TSMC $TSM pushed back on a report that it is exploring 3D DRAM at Nvidia's $NVDA request, saying it stays focused on logic chips. The tech is still years from market viability, even for Micron $MU, Samsung and SK hynix, and would cost TSMC billions. It could stay in AI memory through HBM base dies and packaging without making DRAM.

Sam Badawi

@Sam_Badawi

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Sam Badawi@Sam_Badawi

2026.11.07 18:47

TSMC $TSM pushed back on a report that it is exploring 3D DRAM at Nvidia's $NVDA request, saying it stays focused on logic chips. The tech is still years from market viability, even for Micron $MU, Samsung and SK hynix, and would cost TSMC billions. It could stay in AI memory through HBM base dies and packaging without making DRAM.