Nvidia Asks TSMC to Produce 3D Memory, Seen as a Check on Rising Memory Chipmakers' Influence

At a glance

A report says Nvidia has asked TSMC, which makes AI chips, to produce next-generation memory semiconductors. Because memory supply is tight and Samsung Electronics and SK Hynix have gained influence, some interpret this as an effort to strengthen Nvidia's bargaining power.

Key points

1. 1

   A U.S. outlet reported that TSMC is reviewing mass production of next-generation memory at Nvidia's request.

2. 2

   TSMC is reportedly considering building a new plant or acquiring an existing factory and converting it into a memory plant.

3. 3

   TSMC has only stated its general position that it will focus on its core foundry business, which means contract manufacturing of semiconductors.

4. 4

   However, some analysts say actual memory production is unlikely because TSMC lacks spare capacity due to AI chip orders.

Why it matters

Who takes the lead in the AI chip supply chain can affect memory prices and supply, which makes it important.

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