Asus May Enter DRAM Market

Key Takeaways

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Asus is considering entering the DRAM market to address ongoing memory component shortages and price hikes in 2026.
The tech giant plans to establish DRAM production lines by the end of Q2 2026, potentially starting as early as July.
Asus may collaborate with Changxin Memory Technologies (CXMT) for wafer or technology acquisition, which could involve substantial investment in a semiconductor factory and expertise to maintain profitability.
If successful, Asuss entry into DRAM production would mark a significant shift towards vertical integration of its supply chain, reducing reliance on external partners and stabilizing the supply of parts for their product lines.

Asus Considering DRAM Production to Tackle Memory Shortage and Price Hikes in 2026

The technology sector anticipates continued challenges in 2026, including significant price increases due to limited availability of parts, particularly for memory components. Surging prices for these components are expected to continue due to scarcity and rising manufacturing costs. However, rumors suggest that Asus may enter the DRAM market to address these supply constraints. According to reports from Sakhtafzarmag and Wccftech, Asus plans to establish DRAM production lines by the end of Q2 2026, potentially beginning memory manufacturing as early as July. The goal is to stabilize component supply and prices by producing memory chips in-house, addressing shortages predicted to last until 2028. It remains unclear whether Asus intends to produce modules for consumers or enterprises. Asus might obtain wafers or technology from Changxin Memory Technologies (CXMT) in China, which recently demonstrated JEDEC-compliant DDR5 memory modules. Asus may go beyond module assembly and begin manufacturing the chips themselves, which would require a substantial investment in a semiconductor factory and expertise to maintain profitability by minimizing error rates.

Asus Rumored to Launch DRAM Production in 2026 for Vertical Supply Chain Integration

While unofficial information suggests Asus intends to establish DRAM assembly lines to begin producing memory components starting in April 2026, the company has not yet publicly confirmed these plans, nor have industry experts commented on the rumors. Asus’s potential entry into DRAM production could mitigate price hikes and component scarcity, ensuring a stable supply of parts for its Asus, ROG, and TUF product lines, and reducing reliance on external partners and volatile pricing. This move suggests a significant shift in Asus’s strategy toward greater vertical integration of its supply chain.

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