据The Information报道，台积电正考虑生产先进存储芯片，并已应其最大客户英伟达的要求开始起草3D DRAM生产计划。这将使台积电与三星、SK海力士和美光展开竞争，因为AI需求持续导致存储芯片短缺。
TSMC is considering making advanced memory chips and has begun drafting plans for 3D DRAM at Nvidia’s request, The Information reports. It would put TSMC up against Samsung, SK Hynix and Micron as AI demand keeps memory scarce.
彭博社周五援引The Information报道称，台积电正考虑生产先进存储芯片。此举将让全球最大芯片代工厂在AI硬件供应链中占据更大份额。
TSMC is considering making advanced memory chips, Bloomberg reported on Friday, citing The Information. The move would give the world’s largest chipmaker an even bigger share of the AI hardware supply chain.
据报道，应英伟达要求，台积电最近开始起草生产3D DRAM的计划，这种技术通过垂直堆叠存储单元来提高容量。路透社援引The Information报道称，台积电可能新建工厂，或收购现有工厂并进行改造。
TSMC recently began drafting plans to make 3D DRAM, which stacks memory cells vertically to pack in more capacity, at the request of Nvidia, its biggest customer. It could build new factories or buy an existing plant and convert it, Reuters reported, citing The Information.
据报道，这项工作由负责先进封装的台积电副总裁徐国钦主导。台积电和英伟达暂未回应置评请求。
The work is led by Hsu Kuo-chin, a TSMC vice president who oversees advanced packaging, according to the report. TSMC and Nvidia did not immediately respond to requests for comment.
随着AI数据中心大量吸纳存储芯片，存储芯片供应短缺，价格飙升。美光预计短缺将持续到2028年，苹果在6月以存储成本上涨为由提高了Mac和iPad价格。一些客户希望拥有自主供应：埃隆·马斯克计划建设一座耗资550亿美元的芯片工厂，以减少对美光的依赖。
Memory is in short supply as AI data centres soak it up, sending prices soaring. Micron expects the shortage to last into 2028, and Apple raised Mac and iPad prices in June, citing memory costs. Some customers want their own supply: Elon Musk is planning a $55B chip plant to cut his reliance on Micron.
台积电已在向存储领域靠拢。据报道，10月英伟达曾要求三星、SK海力士和美光在台积电3纳米工艺上制造其定制HBM存储芯片的基础层。若自行生产DRAM，将使台积电与这三家公司全面竞争，其中SK海力士计划在新工厂投资7200亿美元。
TSMC is already moving closer to memory. In October, Nvidia reportedly asked Samsung, SK Hynix and Micron to build the base layer of its custom HBM memory on TSMC’s 3nm process. Making DRAM itself would put TSMC up against all three, including SK Hynix, which plans to spend $720B on new plants.