Event ·Single source

消息称台积电考虑进军先进内存制造，为英伟达规划 3D DRAM

据《The Information》11 月 6 日报道，台积电应最大客户英伟达的要求，开始规划生产名为“3D DRAM”的先进内存芯片，通过垂直堆叠存储单元提升容量。台积电尚未确定量产时间，正在评估兴建专用新厂和收购现有晶圆厂改造两条路径。这一动向将使台积电从晶圆代工业务延伸到三星电子、SK 海力士和美光主导的存储芯片市场。台积电回应称不评论市场传闻，英伟达未回应置评请求。

Current read

台积电被曝要替英伟达造 3D DRAM，直接杀进三星、SK 海力士的地盘，存储格局可能有变。

2 sources54° AI heatLast updated 2026/11/6 23:59:05

Evidence

2 sources

Primary sourceIT之家

2026/11/6 23:59:05View source

Related source 1rohanpaul_ai

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

Conflict check

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