TSMC (2330 TT/TSM) is reportedly considering expanding into advanced memory chip manufacturing, according to sources cited by The Information
Newsquawk Staff ·
- TSMC recently started drawing up plans for making a specific type of advanced memory chips, 3D DRAM, at the request of Nvidia (NVDA), according to sources.
Sources
- Citrini's Jukan says that "One thing I’ve been able to confirm is that NVIDIA's (NVDA) Rubin has been delayed again. I’m told motherboard warpage caused the latest delay and that the HBM issue was resolved in October"
- US Senator Warren's office says the Trump administration must keep all documents and communications related to NVIDIA's (NVDA) exports of advanced AI chips to China
- Some NVIDIA (NVDA) directors favor CFO Kress as interim CEO, according to Semafor
- NVIDIA (NVDA) CEO Huang is said to have had a relationship with an NVIDIA executive, according to NYT
- US President Trump on Thursday authorised a crackdown on companies suspected of diverting Nvidia's (NVDA) advanced AI chips to China, reports Axios citing sources
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