TSMC unlikely to directly develop 3D DRAM for Nvidia (Firm)

Korean Alpha EN (@korean_alpha_en), Nov 7, 2026, 11:10 UTC

TSMC unlikely to directly develop 3D DRAM for Nvidia (Firm) Winbond chairman Chao Yu-jun commented that TSMC was unlikely to develop its own 3D DRAM for Nvidia. This is because entering the DRAM itself requires securing technology and solving complex patent problems, and requires enormous development costs. TSMC is currently working closely with existing memory companies such as Samsung and WinbondWe are cooperating. The need to develop DRAM directly is not great in the situation where the ecosystem is already working smoothly. However, the possibility of adjusting the semiconductor economy…

The excerpt is quoted from a public Telegram channel, which owns its text.

Read the original post on Telegram

More posts from Korean Alpha EN · All channels

FixLane Live vulnerabilities with ready fix prompts