Overview
- ASUS issued an official statement via Taiwan’s CNA refuting reports that it plans to manufacture DRAM or invest in wafer fabs.
- PC makers including Dell and Lenovo are evaluating 8 GB as the new baseline for many laptops, according to TrendForce reporting.
- DDR5 kit prices have surged, with reports of increases up to 200%, driving higher laptop and smartphone costs into 2026.
- Major suppliers Samsung, SK Hynix and Micron are prioritizing HBM for AI and datacenters, tightening supply of conventional DRAM.
- Smaller vendors such as Framework have pulled DDR5 modules to deter hoarding, while media reports allege bribery tied to memory orders at Samsung.