A report by The Information claims that the world’s biggest chipmaker is considering adding memory back into its portfolio, starting with next-generation 3D DRAM.
With demand still outpacing supply and prices sky-high, the outlet says it could compete with memory giants Micron, Samsung, and SK Hynix to develop and produce 3D DRAM technology that stacks chips vertically for increased bandwidth, capacity, and power efficiency.
[Link: TSMC Weighs Making Advanced Memory Chips to Capture More AI Spending | https://www.theinformation.com/articles/tsmc-weighs-making-advanced-memory-chips-capture-ai-spending?rc=v4bmzs | The Information]
Remember: you will not get anything from that ram. 100% will go to nvidia and amd for their AI. And it will block production capacity for other stuff.
True but I wonder how longer will ai be in business. It’s all hype, they burn more money than gain, and maybe and hopefully the democratic congress will stop the build of new data centers or close some down.
They usurped the stock market. When they’re out of business so are you.
Yup, this is just AI capture reaching the top of the supply chain.