Fresh speculation suggests Asus could be preparing a major move into memory chip manufacturing at a time when the global RAM supply remains under pressure.
According to a new rumour, the Taiwanese consumer technology company is considering entering the Dynamic Random Access Memory market in 2026. The reported plan comes as RAM makers increasingly divert supply toward artificial intelligence firms building large data centres, leading to shortages across the consumer tech space. If true, the move could also help Asus better secure its own memory inventory.
The claim comes from a Persian technology publication, which cited “reliable reports” suggesting Asus may independently step into memory module manufacturing. The report says the company could set up dedicated production lines by the end of the second quarter of 2026, with manufacturing potentially starting by July.
No further details were shared on how Asus would source raw materials, what fabrication technology it would use, or how it would manage the high capital costs involved in building memory manufacturing facilities. The ongoing RAM shortage also raises questions about whether the focus would be consumer products or enterprise demand.
Beyond selling memory to third parties, in house production could ease Asus’ DDR5 supply challenges, which are linked to the same shortage. Other PC makers have already flagged risks tied to limited RAM availability. HP has warned that prolonged shortages could result in higher product prices or devices with reduced specifications.
A key point in the rumour is that Asus would reportedly fabricate memory chips rather than only assemble memory modules. At present, the company already handles module assembly, which involves mounting finished DRAM chips onto circuit boards. Fabricating DRAM chips themselves is far more complex and requires building large semiconductor plants that demand massive investment and advanced technical expertise.
To achieve profitability, Asus would need to manage the entire process efficiently, including chip design, wafer production, assembly, and testing, while keeping defect rates extremely low.
It is important to note that this information has not been confirmed by Asus or any established industry sources. Until there is an official announcement, the report should be treated with caution.
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