TSMC is considering getting into the RAM business at the request of Nvidia

TSMC is considering reentering the memory-chip business after Nvidia asked it to help address growing demand for RAM. The potential move comes as memory supply struggles to keep pace with demand and prices remain high, pressures linked to the expansion of AI computing. TSMC, the world’s largest chipmaker, could add memory production to its existing portfolio, though no commitment to do so is described.

The company’s possible starting point is next-generation 3D DRAM, a technology that stacks memory chips vertically. This design aims to provide more bandwidth and capacity while using power more efficiently, qualities that could make it useful in advanced computing systems. If TSMC pursues development and manufacturing, it would enter a market currently led by Micron, Samsung, and SK Hynix. The proposal could give Nvidia another potential source of advanced memory as it seeks to meet demand for AI hardware, while placing TSMC in more direct competition with established memory makers. The key uncertainty is whether TSMC will move from considering the opportunity to actually developing and producing these chips.