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TSMC is apparently considering getting into the RAM business at the request of Nvidia.
(www.theverge.com)
this post was submitted on 07 Nov 2026
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It takes an already-existing memory manufacturer 4–5 years to do a new factory.
I don't know how much longer it'd take a non-memory manufacturer, but presumably more.
I'm not saying that this would be bad, but I'd expect that it'd be some way in the future if it happens.
and the reason manufacturers aren't building many more factories is because they're extremely expensive and there's no guarantee the same demand will still exist in 5 or 10 years. What if the AI bubble bursts, the market is flooded with second-hand supply, and all the new factories aren't needed?
Micron is building new factories in New York, and they expect the first factory there to be online by 2030 at a cost of $50 billion (which is more than their entire 2025 revenue).
The kind of memory the current manufacturers are focusing on is specialized for data-center-grade GPUs. These GPUs are insanely power-hungry and require data-center-grade cooling. When the bubble pops and data centers go under, you're not going to see consumer-grade RAM flood the market. So if TSMC wants to enter the market conservatively with the assumption the AI surge will not last, going into the consumer RAM side would be a better bet.