TSMC Reaffirms Foundry Focus After 3D DRAM Report

The read

A quiet Saturday, with one material development. TSMC said it stays focused on its dedicated foundry business, responding to Friday's report that it has begun planning 3D DRAM production for Nvidia; the report's sources say that planning is underway.

What changed

Memory

TSMC (update to the Nov 6 issue): A TSMC spokesperson told Tom's Hardware that the company "focuses on our core business at all times, which is dedicated IC foundry." Tom's Hardware treated the statement as a denial of The Information's Nov 6 report that TSMC has begun planning 3D DRAM production at Nvidia's request. The statement does not mention 3D DRAM directly, and The Information's report cited two people with direct knowledge of the planning. Tom's Hardware (Nov 7)

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