Taiwan Semiconductor Manufacturing Co. rejected reports that it was preparing to produce 3D DRAM at Nvidia’s request, reaffirming that its business remains focused on semiconductor foundry services and logic chips. The Information had reported that Nvidia sought a new memory supplier amid shortages and price increases, prompting speculation that TSMC was considering the proposal. TSMC shares rose 6.26% after the report. TSMC already manufactures Nvidia GPUs and provides advanced packaging for AI accelerators, while holding 72.5% of the global foundry market. A company spokesperson said TSMC’s mission is to be a trusted supplier of technology and production capabilities in the global logic semiconductor industry. Industry observers consider a direct move into DRAM unlikely because it would put TSMC in competition with Samsung Electronics, SK Hynix and Micron, require proprietary manufacturing expertise and raise complex patent issues. Winbond Electronics Chairman Zhao Youjun also said TSMC was unlikely to independently develop DRAM, noting its existing advanced-packaging cooperation with memory companies such as Samsung Electronics and Winbond.