Taiwan Semiconductor Manufacturing (TSM) is weighing whether to expand into the advanced memory chip manufacturing sector, as a shortage of memory chips has sent prices soaring and driven chip designers to look for additional supply, The Information reported Friday, citing two people with direct knowledge of the matter.
The world's largest chipmaker recently started drawing up production plans for 3D DRAM, a specific type of advanced chip requested by Nvidia (NVDA), its largest customer, the report said, citing the two people.
The timeline for when TSMC plans to begin production couldn't be learned, nor could how the company intends to secure the manufacturing facilities it needs to make the chips, the report said, citing the two people.
TSMC didn't immediately reply to a request for comment from MT Newswires.
(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
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