TSMC is weighing a move into AI memory chips at Nvidia’s request
THE SO WHAT
If TSMC moves into 3D DRAM at Nvidia’s request, the memory bottleneck in AI shifts from merchant DRAM to vertically coordinated supply between a dominant GPU buyer and the leading foundry. System builders should assume tighter coupling of logic and memory roadmaps—and less pricing slack—over the next node or two.
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