Nvidia 正在邀請 TSMC 成為其第四大先進記憶體供應商，並計畫製造 3D DRAM。
- - 供應商擴充：由三家（Samsung、SK Hynix、Micron）擴至四家。
- - 價格壓力緩解：多供應商可減少單一供應商抬價。
- - 3D DRAM 技術：TSMC 擁有垂直 DRAM 專利，且未成熟的市場可成為突破點。
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Nvidia is trying to create a 4th source of advanced memory.
They have reportedly asked TSMC to become a 4th supplier of advanced memory.
And TSMC reportedly has started drafting plans to make 3D DRAM chips at Nvidia’s request.
means right now Nvidia can buy advanced memory from only 3 companies: Samsung, SK Hynix and Micron.
If TSMC starts making it too, Nvidia gets a 4th place to buy from, which means more supply and less power for the other 3 to raise prices.
The request builds on Nvidia’s reported October requirement that the 3 memory makers all use TSMC’s 3nm process for its custom HBM base dies, so Nvidia can shift order volume between them during shortages.
3D DRAM gives TSMC an opening because no incumbent has turned it into a mature product yet, and TSMC already holds its own vertical DRAM patents.