Asus faces challenges with the global shortage of DRAM memories, which affects the production of computers and laptops. A recent rumor suggests that the Taiwanese company plans to install dedicated DRAM chip manufacturing lines by the end of Q2 2026 if prices and availability do not normalize.
This possibility arises in the midst of a crisis that is expected to extend until 2027 or 2028, driven by the high demand for artificial intelligence technologies. The company denied plans to invest in memory wafer factories, but the rumor gained repercussions in the technology sector.
The initiative would prioritize internal supply for lines such as ROG and TUF, reducing dependence on external suppliers. Fabricantes of PCs are already raising prices and postponing launches due to lack of components.
Origin of the rumor
The rumor was initially released by a publication specializing in Irã technology, known for accurate leaks about processors. The information quickly spread across international hardware websites, highlighting the plausibility of the Asus seeking autonomy in critical components.
Experts point out that the company already assembles memory modules, but producing DRAM chips would require partnerships or massive investments. The original source mentions credible industry reports, without details on wafer suppliers.
Context of global scarcity
The demand for high-bandwidth memories for AI servers consumes much of the world’s production. Empresas like Samsung, SK Hynix and Micron prioritize lucrative contracts with data centers, leaving the consumer market with limited supplies.
DDR5 prices rose significantly throughout 2025, impacting everything from smartphones to graphics cards. Fabricantes of PCs accumulate stocks on the spot market to guarantee minimum production.
Analysts predict that supply will only balance from 2027, with new factories coming into operation. Até there, adjustments to product configurations and price increases should remain common in the industry.
- Top vendors focus production on HBM for AI accelerators.
- Distributor inventories have fallen to a few weeks in several regions.
- DRAM contracts for 2026 are already sold out in some cases.
- Transition to DDR5 accelerates pressure on aging production lines.
Official denial of Asus
The company issued a statement stating that it has no current plans to invest in memory wafer manufacturing. The position was published by a Taiwanese media outlet, clarifying that the current information does not reflect ongoing strategies.
Despite the denial, the rumor reflects real market concerns about production concentration. Outras hardware brands are also looking for alternatives to mitigate supply risks.
Current DRAM Market
Three major players dominate more than 90% of global DRAM memory production. Prioritizing business and AI segments reduces allocations to consumer products, increasing costs throughout the chain.
Contract prices rose significantly in 2025, with projections of continuation in the following year. Consumidores ultimately feel the impact on the values of laptops, desktops and separate components.
Reactions in the sector
Analysts consider it unlikely that Asus will quickly build complete chip factories. Possíveis paths include assembling modules with third-party dies or exclusive supply agreements.
Other motherboard companies already sell their own memories, but without silicon manufacturing. The rumor highlights the vulnerability of integrators in the face of upstream concentration.
Projections for 2026
Experts expect high prices for DDR5 and LPDDR to remain throughout the year. Novas production capabilities should initially focus on high-margin demands.
Device manufacturers adjust specifications to contain costs, such as reductions in standard capabilities. It may take time to balance supply and demand before significant expansions come online.
Alternatives on the market
Emerging Chinese companies are trying to gain ground with technologies compatible with JEDEC standards. Capacidades of scale still limits immediate global impact.
Partnerships between integrators and regional suppliers are gaining attention as a way to diversify risks. The scenario reinforces the importance of strategic stocks in production planning.
