Mark Kretschmann(@mark_k):TSMC is reportedly considering making advanced memory chips itself, at Nvidia's request. The Information says TSMC is drawing up plans for 3D DRAM, led by Hsu Kuo-chin, the executive overseeing advanced packaging. It could build new fabs or buy an existing one and convert it. Nothing has been decided yet. TSMC already makes Nvidia's processors. Moving into memory would expand its role in the AI hardware supply chain, where getting enough memory matters just as much as getting enough compute.

Mark Kretschmann

@mark_k

SI (AI) & tech news from a software engineer's perspective. Coding, Omarchy Linux, open source & e/acc. More building, less doom.

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Mark Kretschmann@mark_k

2026.11.07 17:05

TSMC is reportedly considering making advanced memory chips itself, at Nvidia's request. The Information says TSMC is drawing up plans for 3D DRAM, led by Hsu Kuo-chin, the executive overseeing advanced packaging. It could build new fabs or buy an existing one and convert it. Nothing has been decided yet. TSMC already makes Nvidia's processors. Moving into memory would expand its role in the AI hardware supply chain, where getting enough memory matters just as much as getting enough compute.