TSMC considers advanced memory chip expansion for AI market

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TSMC considers advanced memory chip expansion for AI market — TSMC eyes AI chip leap

Rising AI demand is intensifying pressure on memory supply chains as chipmakers look for ways to secure more capacity. Taiwan Semiconductor Manufacturing Co is considering a move into advanced memory chips that could broaden its role in AI hardware beyond contract logic manufacturing.

Highlights

TSMC is considering expanding into 3D DRAM production at Nvidia's request to capture a larger share of the AI semiconductor market.
Production timelines remain unclear as TSMC weighs building new factories or acquiring and converting existing plants for advanced memory chip output.
A global AI-driven memory chip shortage has increased prices and may push TSMC into direct competition with Samsung Electronics, SK Hynix, and Micron.

3D DRAM plan tied to Nvidia demand

As reported by Reuters, citing The Information, TSMC has recently started charting plans to make 3D DRAM, a type of advanced memory chip, at the request of Nvidia, its biggest customer. The report, citing two people with direct knowledge of the matter, said the company is weighing an expansion that could help it capture a larger share of the AI semiconductor market.

It is not clear when TSMC plans to begin production. The report said the company could build new factories for advanced memory chips, while it is also exploring the acquisition of an existing plant that could be converted for memory output.

DRAM, or dynamic random access memory, temporarily stores data in devices. In 3D DRAM, memory cells are stacked vertically rather than arranged in a single horizontal layer, a design intended to increase capacity.

The effort is being led by Hsu Kuo-chin, a vice president who oversees advanced packaging at TSMC, according to the report.

AI shortage raises stakes for memory suppliers

TSMC's potential move comes as an AI-driven shortage of memory chips is pushing up prices and forcing chip designers to seek additional sources of supply. A deeper move into memory would extend TSMC's presence in one of the fastest-growing parts of the semiconductor market.

If the company proceeds, it would enter direct competition with established memory makers including Samsung Electronics, SK Hynix and Micron. The report also drew a parallel with Micron's move this year to buy a fab and convert it for DRAM production.

Micron Technology’s shares have been showing signs of weakening after peaking in June, with our earlier analysis pointing to a bearish technical setup on the weekly chart. We noted that a break below a rising wedge pattern, along with fading RSI and MACD momentum, raised the risk of a move toward lower support zones unless the stock reclaimed key resistance levels.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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