Nvidia seeks TSMC help for custom memory chips
In short
Nvidia is pushing for more control over memory used in its AI chips. The report says it asked Samsung, SK hynix and Micron to use TSMC’s 3-nanometre process for custom HBM base dies.
The update matters because it could change how key chip suppliers share work in the AI supply chain.
What the reporting says
Nvidia is seeking greater control over memory for its AI chips, reportedly asking Samsung, SK hynix and Micron to use TSMC’s 3-nanometre process for custom HBM base dies. The report also says TSMC is considering 3D DRAM production. The move could reshape roles in the AI chip supply chain by shifting more of the memory process toward TSMC.
Why it matters
Nvidia is reported to be seeking greater control over memory for its AI chips by asking Samsung, SK hynix and Micron to use TSMC’s 3-nanometre process for custom HBM base dies. The summary also says TSMC is considering 3D DRAM production. The development points to possible changes in the AI chip supply chain, with memory manufacturing roles potentially shifting.