Recently, rumors have been swirling that ASUS, a prominent PC manufacturer, is considering venturing into the DRAM memory manufacturing arena. This speculation comes amidst a backdrop of memory shortages and soaring prices, with some suggesting that production could commence as early as 2026. In response to these reports, ASUS has clarified that it has no intentions of investing in a memory wafer fabrication plant. Rather, the company plans to strengthen its collaboration with memory suppliers and tackle market supply-and-demand dynamics through measures such as adjusting product specifications, optimizing product life cycles, and other strategic approaches. Analysts point out that setting up a memory factory is a time-consuming endeavor, typically taking at least two years, which would not provide an immediate solution to the current supply crunch. Furthermore, the market landscape two years down the line is fraught with uncertainties, making the substantial investment required for building a memory factory a risky proposition. They advise that ASUS should concentrate on its core strengths instead.
