Overview
- Asus said it will deepen cooperation with existing memory suppliers and adjust product specifications and lifecycles to manage supply constraints.
- The report claiming Asus would start in‑house DRAM production by Q2 2026 traces back to Iran’s SakhtAfzarmag and did not cite named sources.
- Tom’s Hardware noted that establishing DRAM chip production typically takes years and requires specialized IP, making a 2026 timetable unrealistic for Asus.
- The memory market remains tight as AI and data‑center demand absorbs capacity, with DDR5 spot prices reported to have quadrupled.
- PC makers are pursuing long‑term supply agreements, higher prices, leaner RAM configurations, and product launch delays as DDR5 costs are projected to keep rising.