Taiwan Semiconductor Manufacturing Company (TSMC) is reportedly exploring entry into advanced memory production, specifically vertically stacked 3D DRAM, following a request from its major customer NVIDIA. This move targets the highly profitable AI supply chain segment where memory demand is rising sharply due to AI infrastructure growth. While TSMC publicly denies immediate plans to produce 3D DRAM, the company’s existing role in packaging AI chips with high-bandwidth memory positions it well for expansion. The challenge remains balancing capacity between memory and logic chip production as TSMC faces strong demand and competitors like Micron and SK hynix dominate memory manufacturing.
As of Nov 09, 2026 23:51 WIB, TSMC shares rose 4.09% to USD 390.80, trading closer to their 52-week low of USD 275.06 than their high of USD 485.80, while Nvidia shares fell 5.35% to USD 176.66, near their 52-week low of USD 165.17. Meanwhile, Micron Technology, a memory chip leader, gained 6.39% to USD 734.11 but remains well below its 52-week high of USD 1.21K. This contrast highlights TSMC's growth potential in memory amid strong competition from established players like Micron.
Taiwan Semiconductor Manufacturing Company (TSMC) is seen as a strong long-term investment despite recent declines caused by AI-related sector volatility and political changes. Its leadership in advanced chip technology, including innovations like N2...
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 ...
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...
Semiconductor companies like Nvidia, AMD, and TSM saw a sharp sell-off, with the SMH ETF dropping more than 11% in one day. This decline comes despite these companies generating strong free cash flow and playing a critical role in AI computing and ag...
Taiwan Semiconductor Manufacturing (TSMC) saw its stock drop over 26% amid a Nasdaq sell-off, but strong fundamentals and AI demand support a bullish outlook. The U.S. tax credit under Section 48D aids TSMC's expansion in America, reducing geographic...
