According to The Information on November 6, TSMC has begun planning production of 3D DRAM at NVIDIA's request, evaluating entry into the advanced memory market. The company is assessing two production methods: building a new fabrication plant or acquiring and converting an existing facility. The plan remains in evaluation phase with no confirmed production timeline or facility source yet. TSMC responded to The Information that it does not comment on market rumors and reaffirmed its focus on core foundry business, while NVIDIA declined to comment.

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