Major strategic transformation! It is rumored that TSMC will enter advanced memory and produce 3D DRAM for Huida

Bloomberg reported that technology media "The Information" disclosed that TSMC is considering expanding its business to include advanced memory manufacturing. This move will allow the world's largest chip foundry to occupy a greater position in the artificial intelligence (AI) supply chain.

"The Information" quoted two people familiar with the matter as saying that TSMC has recently begun formulating a plan to produce an advanced memory chip called "3D DRAM" at the request of its largest customer Huida.

Due to the surge in demand for AI hardware, there is a serious shortage of memory, causing prices to skyrocket and forcing technology giants such as Huida and Apple to seek other sources of supply. Earlier this year, Apple raised the prices of some of its products due to rising memory prices.

TSMC and Huida did not immediately respond to the report.

Investing.com also reported that this move will be an important strategic transformation for TSMC as the company focuses on pure logic chip manufacturing. It is reported that TSMC is considering whether to build a dedicated new factory or acquire or modify existing facilities to support specific production. Entering the memory field will allow TSMC to enter an extremely competitive market that has long been dominated by South Korea's Samsung Electronics, SK Hynix and American Micron.