Mmastodon TechnologySemiconductors first seen 3 d ago, last 2 d ago, peak #1
TSMC denies plans to develop 3D DRAM for Nvidia
Original: TSMC says it is a pure-play logic foundry and denies any plan to develop 3D DRAM for Nvidia. The company emphasized its
TSMC has denied reports that it plans to develop 3D DRAM for Nvidia, stating it remains a pure-play logic foundry. The Taiwanese chipmaker emphasized that its focus stays on its core logic IC business, pushing back against speculation about a move into memory manufacturing. The clarification matters because Nvidia has been exploring advanced stacking technologies for future AI chips, and TSMC's role in that supply chain is closely watched.
Why now: Ongoing speculation about memory-stacking technologies for Nvidia's future AI chips prompted TSMC to publicly clarify its business scope.
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