Overview
- Asus told Taiwan’s Central News Agency it has no plans to invest in a memory wafer fab and will deepen cooperation with memory suppliers while adjusting product specifications and life cycles.
- The statement rebuts a rumor from Persian outlet SakhtAfzar, echoed by Wccftech and Android Headlines, that claimed Asus would set up dedicated DRAM production lines by the end of Q2 2026 to secure supply.
- Tom’s Hardware notes DDR5 DRAM IC spot prices have roughly quadrupled as AI and data‑center demand squeezes availability, with retail pricing often higher.
- The rumor coverage cited industry expectations that tight memory supply could persist into 2027–2028, with companies like Micron prioritizing high‑margin AI and server memory over some consumer channels.
- Reporters highlight that building DRAM manufacturing capacity requires billions of dollars and years of development, making the claimed 2026 timeline unrealistic.