Amid escalating shortages in the RAM market driven by increased AI usage, several vendors have raised prices, and some DRAM brands have exited retail. Framework has implemented two price hikes within a fortnight in response to the ongoing supply crisis. The situation has prompted speculation about potential new entrants in the DRAM sector, including a rumor about Asus.
However, Asus has officially refuted claims that it plans to launch a memory wafer fabrication facility. Reports suggested that Asus might start selling DRAM in the latter half of 2026, yet the company emphasized that such an investment would be risky and would not address immediate supply challenges. Analysts note that establishing a memory chip factory typically requires a minimum of two years before production can begin.
Asus has indicated its intention to concentrate on its existing strengths rather than venturing into the RAM market. This clarification comes as a disappointment to those hoping for a solution to the ongoing shortage. The current economic landscape and the uncertain future of prices make significant investments in new manufacturing facilities particularly precarious.