Shares of Taiwan Semiconductor Manufacturing Company (TSMC) rose 6.26% after reports that it might begin producing vertically stacked DRAM memory chips for Nvidia, its top customer. Neither company has confirmed the plans, and TSMC has not announced any investment or production timeline. The move could give Nvidia more leverage over memory suppliers, but any new supply is years away. TSMC's core business remains logic chip production, with strong revenue growth expected this year. Key upcoming dates include TSMC's October sales report on November 10 and Nvidia's earnings on November 17, which will clarify the impact of this news.
TSMC shares rose 6.33% to USD 375.44 on Pluang, closely matching the reported jump after news of potential memory chip production for Nvidia. Nvidia shares also gained 2.78% to USD 186.64, while the semiconductor ETF SMH increased 3.62%. These moves highlight strong interest in the semiconductor sector as of Nov 07, 2026 22:31 WIB.
Taiwan Semiconductor Manufacturing Company (TSMC), the main manufacturer behind AI chips for companies like Nvidia and Broadcom, is currently trading at a lower valuation compared to its customers despite strong revenue growth and high demand. TSMC r...
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