[Update - 12/26/2025] - Taiwanese outlet, CNA, has received a statement from ASUS regarding the DRAM rumor and stated that it currently has no plans to invest in a memory wafer fab.
https://wccftech.com/asus-enter-dram-market-next-year-to-tackle-memory-shortages-rumor/
If they made DIMMs with CXMT chips, they wouldn’t need a fab (CXMT presumably has access to those). ASUS already has the PCB production and pick-and-place factories.
But isn’t the chip supply is already limited? It won’t really help with the shortage.
Exactly. The problem is there’s only 3 manufacturers who make the chips that go into ram sticks.
CXMT just recently demonstrated the ability to manufacture RAM chips. The existing supply is all from Samsung, SK Hynix, and Micron. A fourth player should increase the supply.
I looked up cxmt as I wasnt familiar with it. It’s from mainland China, while Asus is from Taiwan, do they want to sell the limited supply to the rivals?
Sometimes, business is business. Samsung sells displays to Apple, and recently, Samsung refused a RAM order from Samsung Electronics