TSMC weighs a move into advanced memory chips, The Information reports

The chipmaker is reportedly exploring 3D DRAM production with demand from Nvidia in the background, and memory stocks noticed TSMC, the company that builds the brains of the AI boom, is reportedly thinking about building its memory too. According to a report from The Information, Taiwan Semiconductor Manufacturing Company is considering a push into advanced memory chips, with internal plans focused on 3D DRAM. The report ties the effort to demand from Nvidia, TSMC’s largest client. Nothing has been announced. Investors in memory stocks reacted anyway. What TSMC is reportedly weighing The Information’s report, published November 6, 2026, says TSMC is drawing up internal plans to deepen its role in the AI hardware supply chain. The centerpiece is 3D DRAM production. The research behind the report frames the move as being pursued at Nvidia’s request. That matters, because when your biggest customer asks for something, the request tends to carry a little extra weight. The key word throughout is “considering.” TSMC is described as formulating plans, not breaking ground on memory fabs. No timeline, investment figure, or production target appears in the reporting. Why memory became the bo...