Asus could be preparing a major shift in its hardware strategy. According to recent reports, the Taiwanese technology giant may begin manufacturing its own RAM by 2026, a move that comes at a time when the global RAM shortage continues to impact the consumer electronics industry.
The company is reportedly planning to set up dedicated DRAM production lines by the end of the second quarter of 2026. If the plan moves forward, commercial production could begin as early as July 2026.
Global RAM Shortage Driving Major Industry Changes
The global RAM shortage has intensified as memory manufacturers increasingly divert supply toward artificial intelligence companies building large scale data centres. This shift has reduced availability for consumer products such as laptops, desktops, and gaming systems.
Several PC manufacturers have already warned that continued shortages could lead to higher prices or reduced hardware specifications in upcoming devices.
Asus Rumoured to Enter the DRAM Manufacturing Space
Reported Plans for Dedicated Production Lines
The report comes from Persian tech publication Sakhtafzarmag and was later highlighted by Wccftech. Citing reliable sources, the outlet claims Asus may establish independent DRAM production lines by the end of Q2 2026.
If accurate, memory production could start by mid 2026, marking Asus’ entry into one of the most competitive segments of the semiconductor industry.
DRAM Chip Fabrication vs RAM Module Assembly
Why This Move Would Be Significant for Asus
Asus already assembles RAM modules by mounting finished DRAM chips onto printed circuit boards. However, the rumour suggests the company may fabricate the memory chips itself.
DRAM chip fabrication is far more complex and capital intensive. It requires advanced semiconductor fabrication plants, specialised engineering expertise, and extremely low error rates across design, wafer fabrication, assembly, and testing.
Potential Benefits for Asus and Consumers
Could Ease DDR5 Supply Constraints
Manufacturing RAM in house could help Asus secure its own DDR5 supply, which has been affected by the current shortage. Other manufacturers, including HP, have indicated that prolonged supply issues may lead to price increases or devices with lower specifications.
Vertical integration could allow Asus to maintain performance standards while managing costs more effectively.
Key Challenges Facing Asus
High Costs and Technical Barriers
Building and operating a DRAM fabrication facility involves massive capital investment and long development timelines. The report does not provide details on raw material sourcing, fabrication technology, or potential partnerships, leaving several critical questions unanswered.
No Official Confirmation from Asus Yet
As of now, Asus has not issued any official statement confirming these reports. No major industry analyst has verified the claim either. Until a formal announcement is made, the information should be treated as speculation.
If Asus does move forward with DRAM manufacturing, it could become one of the most significant strategic shifts by a consumer PC brand in recent years.
