Where is the bottleneck with the DRAM? Isn’t it at TSMC/Samsung? And Asus entering the game won’t change anything, unless they have fabs, which I think they don’t.
It doesn’t make much sense, it’s not like Asus have a fab capable of producing DDR5 chips … So they’ll still have to try and source the chips from micron or Samsung who have pre sold all their stock to trash AI trash companies.
The article states that the rumor would be Asus gets production lines up and running by end of Q2 of 2026 (typically that would be end of June for most companies).
They do have experience in manufacturing already and RAM isn’t as difficult to produce as say 14nm cpus.
I do think it’s an ambitious timeline though if the rumor is to be believed. The article does say to take it with a grain of salt.
They do not have experience manufacturing chips and I do not think they are going to make a chip fab. The timeline is too short. Idk on the RAM is easier to make than CPU claim - it feels like it’s a different goal than CPU so node size comparison is less apt - but for a company that has no experience they’re not gonna shit out a fab in Q2 2026. The fab pros take years to build them.
They do have the manufacturing ability to make DDR5 sticks, people can make them themselves right now - just get a PCB and the chips and put the BGA chips on! So Q2 2026 is fast but doable for their expertise there.
Buuuut we come back to, they’ll need to get RAM chips from the remaining consumer suppliers - which you can’t right now cause some AI bro future bought all the chips with his future money he will surely get in the future.
And so they won’t get any more than someone already in the market could get (Corsair, GSKILL, etc.). Thus, no change for the supply limit. TBH stupid to get into a market while it’s high; I don’t think they’ll be able to profit in time on the scalping prices before RAM prices crash when the AI money evaporates
There’s still no path for them to get RAM chips better than the already-established DDR5 makers. I don’t see how they’d have stronger leverage with Samsung, SK Hynix, or Micron than the regular RAM chip customers that already do business with the triopoly
I’ve tried to find info about the reputability of this “Sakhtafzarmag” that originally shared the rumor and came up with nothing; seems to be a very small publication with a near-stock WordPress template and a YouTube channel averaging ~200 views. Very likely to be bullshit.
I don’t think this has much to do with the shortages or current prices, they don’t have their own fabs so they would only be putting chips on boards. They probably just want to take up the hole in the market that Crucial left behind, especially in the future when supply stabilizes again.
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Where is the bottleneck with the DRAM? Isn’t it at TSMC/Samsung? And Asus entering the game won’t change anything, unless they have fabs, which I think they don’t.
That’s in the article though. The rumor is that they would open a fab.
Interesting.
Smart. The earlier the better. After the AI bubble pops, I expect the RAM market to crash. Better to strike while the iron is hot.
Will believe when I see it. Until then this is a total crock of shit.
After Gamer Nexus did their excellent piece on Asus and their frustrating RMA process I am wary of hardware from Asus, but beggars can’t be choosers.
Especially after Micron’s decision to pull from the consumer RAM market. We need companies to step up to the plate.
Asus. Yeesh.
It doesn’t make much sense, it’s not like Asus have a fab capable of producing DDR5 chips … So they’ll still have to try and source the chips from micron or Samsung who have pre sold all their stock to trash AI trash companies.
The article states that the rumor would be Asus gets production lines up and running by end of Q2 of 2026 (typically that would be end of June for most companies).
They do have experience in manufacturing already and RAM isn’t as difficult to produce as say 14nm cpus.
I do think it’s an ambitious timeline though if the rumor is to be believed. The article does say to take it with a grain of salt.
They do not have experience manufacturing chips and I do not think they are going to make a chip fab. The timeline is too short. Idk on the RAM is easier to make than CPU claim - it feels like it’s a different goal than CPU so node size comparison is less apt - but for a company that has no experience they’re not gonna shit out a fab in Q2 2026. The fab pros take years to build them.
They do have the manufacturing ability to make DDR5 sticks, people can make them themselves right now - just get a PCB and the chips and put the BGA chips on! So Q2 2026 is fast but doable for their expertise there.
Buuuut we come back to, they’ll need to get RAM chips from the remaining consumer suppliers - which you can’t right now cause some AI bro future bought all the chips with his future money he will surely get in the future.
And so they won’t get any more than someone already in the market could get (Corsair, GSKILL, etc.). Thus, no change for the supply limit. TBH stupid to get into a market while it’s high; I don’t think they’ll be able to profit in time on the scalping prices before RAM prices crash when the AI money evaporates
TLDR: rip gamerz
Hypothetically, they could be placing orders for all the other chips needed in their other hardware, predicated on delivery on memory chips.
There’s still no path for them to get RAM chips better than the already-established DDR5 makers. I don’t see how they’d have stronger leverage with Samsung, SK Hynix, or Micron than the regular RAM chip customers that already do business with the triopoly
I’ve tried to find info about the reputability of this “Sakhtafzarmag” that originally shared the rumor and came up with nothing; seems to be a very small publication with a near-stock WordPress template and a YouTube channel averaging ~200 views. Very likely to be bullshit.
Yeah this is just a flat out lie
Asus has freed us from price gouging due to supply constraints!
Asus: Oh I wouldn’t say freed, more like, under new management.
I wonder who traded on this fake story…
I don’t think this has much to do with the shortages or current prices, they don’t have their own fabs so they would only be putting chips on boards. They probably just want to take up the hole in the market that Crucial left behind, especially in the future when supply stabilizes again.
ASUS has already announced this isn’t true.