TSMC is reportedly drawing up internal plans to produce 3D DRAM chips at Nvidia’s request, with the chipmaker serving as its largest customer. No decision has been announced, and the company has disclosed no timeline, investment figure or production target. The move comes as shortages of high-bandwidth memory, used in artificial intelligence accelerators, have pushed prices higher. Shares of Micron and SK Hynix fell after the report surfaced. A potential large-scale supply could ease shortages, stabilize prices and intensify competition among memory manufacturers.
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