TSMC Mulls Making Advanced AI Memory Chips, Information Says

Taiwan Semiconductor Manufacturing Co. is considering broadening its business to include advanced memory chip manufacturing, The Information reported, a move that would give the world’s largest chipmaker an even bigger share of the AI hardware supply chain.

The Taiwanese company recently began drafting plans to produce a particular type of advanced memory chips, known as 3D DRAM, at the request of Nvidia Corp., its biggest customer, The Information reported, citing two people familiar with the plans.

Memory chips have been in severe shortage, due to the boom in demand for AI hardware, sending prices soaring and prompting chip designers like Nvidia and Apple Inc. to seek additional sourcing. Apple raised the prices for some of its products earlier this year, citing rising memory costs.