Here’s a surprising rumour, to say the least. Obviously, as usual, and perhaps even more so with this one, please take this information with all due reserve. In response to DRAM price pressures and looming shortages, Asus would like to enter the RAM market very quickly with its own production as early as the second quarter of 2026. In fact, ASUS plans to set up its own DRAM production lines by the end of the second quarter of 2026 if memory prices and supply do not return to normal. While there’s no doubt that Asus has the means to enter the DRAM market, setting up a factory dedicated to its own production will be a major challenge.
Asus on the RAM market as early as spring 2026?
While the source of this information has in the past provided reliable and verified information, there are still many unknowns when it comes to the feasibility of this project. The first thing that comes to mind is that Asus doesn’t have the means to manufacture its own DRAM chips in just a few months. Under these conditions, the company would need to have access to a volume that would be freed up by the DRAM production “cartel”(SK Hynix, Micron, Samsung). Given the current situation, this seems unlikely.
The alternative would be for Asus to source its supplies from a challenger looking for outlets… And in this case, Chinese production is the place to be. In fact, the name of one company has been bandied about in recent days: CXMT (Changxin Memory Technologies Co).
A few weeks ago, the company presented its high-performance DDR5 modules, compliant with the JEDEC standard. This is hardly surprising, given that China took over DDR4 production as soon as the above-mentioned cartel decided to focus solely on the juicy DDR5. At this point, however, the arrival of a DDR6 is still a long way off, and the need for RAM for the domestic market is growing.
What is Asus’ real aim in all this?
There are two pieces of information in this story that we don’t know. Firstly, if there’s little doubt that CXMT has mastered the manufacture of DDR5 chips, what are its real production capacities?
Finally, what game is Asus playing? Is the company seizing a timely opportunity to secure its own production? Or is this a bluff attempt to put pressure on those who have been supplying it with RAM and the like for years for its notebooks, servers, complete PCs and so on?
