The global memory market is under intense strain as prices continue to surge, and Asus has now been drawn into the spotlight amid the ongoing DRAM shortage. Spot prices for DDR5 DRAM ICs have risen by 4 times, with retail prices often climbing even higher. As demand from artificial intelligence related workloads puts pressure on supply, speculation briefly emerged around whether Asus could step in to help ease the growing supply crunch.
One widely circulated report suggested that Asus could begin manufacturing its own memory to counter the shortage. The idea gained attention because Asus uses large volumes of DRAM across its products. However, the claim raised doubts due to practical limitations. Setting up memory production would take at least 2 years, even for companies with existing experience and intellectual property. The report also suggested Asus could ship RAM in the second half of next year, a timeline considered unrealistic. Asus typically assembles end user products using chips sourced from established suppliers rather than producing advanced microchips itself.
The rumour originated from a foreign technology publication that cited unnamed proprietary sources. While the outlet has shared accurate hardware leaks in the past, this report appeared speculative. It confused memory modules with memory ICs and lacked concrete evidence. Asus has since directly denied the claim. Speaking to a state news agency, the company said it has “no plans to invest in a memory wafer fab.” It added that it will “deepen its cooperative relationship with memory suppliers, and respond to market supply and demand conditions by adjusting product specifications and optimizing product life cycles.”
Industry expectations for easing the memory shortage vary widely. Some estimates point to relief in the second half of 2026, while others suggest constraints could last until mid 2028 or later. Memory manufacturers are not rushing to expand output, benefiting instead from unusually high margins in a market usually treated as a commodity. This ongoing situation continues to frustrate consumers and PC builders facing elevated component costs.
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