Event ·Multi-source

TSMC 进军存储器业务，由徐国晋领衔

据 The Information 独家报道，TSMC 的存储器业务由副总裁徐国晋（Hsu Kuo-chin）负责，他主管先进封装，并曾掌管美光台湾业务。该计划可能与 TSMC 2024 年同 SK Hynix 在 AI 处理器高带宽内存（HBM）上的合作产生冲突。徐国晋的美光背景意味着 TSMC 正把存储器当成正式业务线推进。

Current read

TSMC 要自己做存储器了，负责人还是美光台湾前主管，这可能会搅动它和 SK Hynix 的 HBM 合作。

3 sources41° AI heatLast updated 2026/11/7 13:00:11

Evidence

3 sources

Primary sourceThe Information

2026/11/7 13:00:11View source

Related source 1rohanpaul_ai

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

Related source 2AI Will

2026/11/8 00:08:10View 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.

Open the story