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Digitimes November 11, 2026 By Charlene Chen negative

TSMC unlikely to enter 3D DRAM; CXMT expansion a bigger threat

TSMCAI / LLMSemiconductorsNVIDIA / GPUMemoryManufacturing
Charles Kau, chairman of IEMC, said TSMC "cannot make 3D DRAM," dismissing reports that the foundry is evaluating entry into the next-generation memory market at Nvidia's request. TSMC declined to comment on market speculation and stressed that it remains focused on its core foundry business.
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