TSMC denies exploring 3D DRAM for Nvidia

[BretHart_MainEvent]

TSMC has pushed back against a report that it is moving into memory. Tom's Hardware reports that TSMC denied a story from The Information, citing two anonymous sources, which claimed it was preparing 3D DRAM plans for Nvidia

The report said the effort was led by a vice president who previously worked at Micron Taiwan. TSMC responded that it focuses on its core business at all times, which is being a dedicated chip foundry

Tom's Hardware says 3D DRAM cannot ease today's memory shortage for at least five years, and Micron plans at least four more generations of conventional DRAM first. Nobody should expect relief from that direction soon

TSMC also does not have a DRAM manufacturing process. Its more likely roles in memory are making the logic base dies used in high bandwidth memory, where it already works with SK hynix, and advanced chip stacking

With memory prices so high, any hint of new suppliers gets attention, but this denial suggests no quick relief is coming from TSMC. Stacking memory in three dimensions is a promising long term idea. For now, PC builders will have to wait for existing memory makers to expand

Will 3D DRAM solve future memory shortages? And should chip foundries move into memory manufacturing?

TSMC denies exploring 3D DRAM at Nvidiawww.tomshardware.com