By Luke Juricic
Publication Date: 2026-11-06 15:13:00
Investing.com — Taiwan Semiconductor Manufacturing (NYSE:TSM) is evaluating an expansion into advanced memory chip production to capture a larger share of artificial intelligence infrastructure spending, according to a report from The Information. The initiative would mark a pivotal strategic evolution for the world’s dominant contract chipmaker, which has traditionally focused on pure-play logic fabrication.
ADRs of TSMC surged 7.7% in early trading Friday as investors weighed the prospect of the foundry giant deepening its role in the critical AI hardware supply chain. The Taiwanese manufacturer recently began formulating plans to produce vertically stacked 3D DRAM at the behest of its primary customer, NVIDIA (NASDAQ:NVDA), according to two people with direct knowledge of the matter cited by The Information.
A persistent bottleneck in memory availability has driven hardware costs sharply higher, prompting key buyers such as Nvidia and Apple (NASDAQ:AAPL) to actively seek alternative procurement channels. Apple, for its part, implemented price increases across its hardware portfolio earlier this year after absorbing substantial increases in memory procurement expenses.
