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AI CURATED HOT STORY · 11/7/2026

Nvidia Asks TSMC to Become Fourth Advanced Memory Supplier

1 reports archived1 independent sourcesupdated 11/7/2026, 00:51:24
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Nvidia has reportedly asked TSMC to become a fourth supplier of advanced memory, and TSMC has begun drafting plans to manufacture 3D DRAM chips. The move aims to break the three-supplier grip of Samsung, SK Hynix and Micron, adding supply and curbing their pricing power, extending Nvidia's earlier push for TSMC's 3nm process in custom HBM base dies.

LATEST/Nvidia has reportedly asked TSMC to become a fourth supplier of advanced memory, and TSMC has begun drafting plans to manufacture 3D DRAM chips. The move aims to break the three-supplier grip of Samsung, SK Hynix and Micron, adding supply and curbing their pricing power, extending Nvidia's earlier push for TSMC's 3nm process in custom HBM base dies.

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Total 1 reports · Latest first
  1. Rohan Paul (@rohanpaul_ai)T2·72 pts

    Nvidia Asks TSMC to Become Fourth Advanced Memory Supplier

    • Nvidia currently sources advanced memory only from Samsung, SK Hynix and Micron; adding TSMC boosts supply and bargaining leverage
    • TSMC has begun drafting 3D DRAM plans, potentially building new fabs or converting existing facilities, while saying it remains focused on core logic foundry
    • Nvidia previously required the three memory makers to use TSMC's 3nm process for custom HBM base dies so it can shift order volume during shortages