Event ·Multi-source

Nvidia 据报请求 TSMC 成为第四家先进内存供应商

目前 Nvidia 的先进内存只能从 Samsung、SK Hynix 和 Micron 三家采购。Nvidia 已要求 TSMC 规划生产 3D DRAM 芯片，以增加第四个供应来源。此前 Nvidia 在 10 月已要求三家内存厂商的定制 HBM 基底裸片采用 TSMC 3nm 工艺，方便在缺货时转移订单。3D DRAM 尚无成熟产品，而 TSMC 持有垂直 DRAM 专利，具备切入条件。

Current read

Nvidia 觉得三家内存供应商议价权太大，拉 TSMC 做 3D DRAM 当第四家，还要求 HBM 基底统一用 TSMC 3nm，方便随时换供应商。

11 sources71° AI heatLast updated 2026/11/6 16:51:24

Evidence

11 sources

Primary sourcerohanpaul_ai

2026/11/6 16:51:24View source

Related source 1VTV Công nghệ

2026/11/4 21:54:00View source

Related source 2Gergely Orosz

2026/11/5 07:26:59View source

Related source 3CNBC Indonesia Tech

2026/11/5 10:20:00View source

Related source 4Suhail

2026/11/5 19:49:06View source

Related source 5LangChain

2026/11/5 21:30:08View source

Related source 6The Information

2026/11/5 22:00:16View source

Related source 7Blognone

2026/11/5 23:28:54View source

Related source 8NVIDIA AI

2026/11/6 01:13:23View source

Related source 9CNA: Business

2026/11/6 03:47:43View source

Related source 10Gary Marcus

2026/11/6 10:42:56View source

Conflict check

Dedup data only shows that these sources discuss the same event, not that they agree. There is no structured supporting or refuting evidence yet, so no conflict is inferred automatically.

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