TSMC reaffirmed its focus on semiconductor foundry services after The Information reported that NVIDIA had asked it to produce next-generation 3D DRAM to address memory shortages and rising prices. A TSMC spokesperson said on Nov. 7 that the company remains focused on its core foundry business and its mission to provide technology and production capacity for the global logic semiconductor industry. The statement did not confirm or deny whether NVIDIA had made such a request or whether TSMC was evaluating production. The report said TSMC was considering a new plant or acquisitions, but gave no timeline or capacity. Direct entry into DRAM would place TSMC in competition with Samsung Electronics, SK hynix and Micron and require different manufacturing processes, yield expertise, substantial investment and years of development. TSMC already works with memory suppliers, including SK hynix on logic base dies for next-generation HBM designs, reinforcing NVIDIA’s growing influence over the AI memory supply chain.