Nvidia 据报请求 TSMC 成为第四家先进内存供应商
Nvidia 觉得三家内存供应商议价权太大，拉 TSMC 做 3D DRAM 当第四家，还要求 HBM 基底统一用 TSMC 3nm，方便随时换供应商。
目前 Nvidia 的先进内存只能从 Samsung、SK Hynix 和 Micron 三家采购。Nvidia 已要求 TSMC 规划生产 3D DRAM 芯片，以增加第四个供应来源。此前 Nvidia 在 10 月已要求三家内存厂商的定制 HBM 基底裸片采用 TSMC 3nm 工艺，方便在缺货时转移订单。3D DRAM 尚无成熟产品，而 TSMC 持有垂直 DRAM 专利，具备切入条件。
Nvidia is trying to create a 4th source of advanced memory.
They have reportedly asked TSMC to become a 4th supplier of advanced memory.
And TSMC reportedly has started drafting plans to make 3D DRAM chips at Nvidia’s request.
means right now Nvidia can buy advanced memory from only 3 companies: Samsung, SK Hynix and Micron.
If TSMC starts making it too, Nvidia gets a 4th place to buy from, which means more supply and less power for the other 3 to raise prices.
The request builds on Nvidia’s reported October requirement that the 3 memory makers all use TSMC’s 3nm process for its custom HBM base dies, so Nvidia can shift order volume between them during shortages.
3D DRAM gives TSMC an opening because no incumbent has turned it into a mature product yet, and TSMC already holds its own vertical DRAM patents.
