[Update - 12/26/2025] - Taiwanese outlet, CNA, has received a statement from ASUS regarding the DRAM rumor and stated that it currently has no plans to invest in a memory wafer fab.
https://wccftech.com/asus-enter-dram-market-next-year-to-tackle-memory-shortages-rumor/
Asus won’t be producing shit. They’ll be slapping their name on some kits already being produced by another company.
What Gskill, Kingston, Corsair, Mushkin,
Crucial, etc. do already. If any one of these appears or disappears, it makes zero difference to supply. The original manufacturers switching to HBM because Nvidia/OpenAI wanted them to (not to mention OpenAI doing a deal with Samsung and SK Hynix for 40% of earth’s entire supply) is the cause of this, and it won’t be solved by some Asus stickers being slapped on some RAM sticks that otherwise would’ve still been sold, just with a different sticker on the front.This article thinking that ASUS will plan, build, and operate a state of the art DRAM fab in a short timescale is absolute fantasy.
How hard can it possibly be, you just get those casings that go around the ram, and then fill them up with ram juice. They could even recycle old ram by topping them up again!
/s
Yep! The most expensive equipment they might need is a magic smoke compressor, if that.
If they made DIMMs with CXMT chips, they wouldn’t need a fab (CXMT presumably has access to those). ASUS already has the PCB production and pick-and-place factories.
But isn’t the chip supply is already limited? It won’t really help with the shortage.
Exactly. The problem is there’s only 3 manufacturers who make the chips that go into ram sticks.
CXMT just recently demonstrated the ability to manufacture RAM chips. The existing supply is all from Samsung, SK Hynix, and Micron. A fourth player should increase the supply.
I looked up cxmt as I wasnt familiar with it. It’s from mainland China, while Asus is from Taiwan, do they want to sell the limited supply to the rivals?